How the Microsoft Entra ID Integration Works
The Entra ID integration automatically synchronizes your organization's directory data into Formalize, helping you manage your personnel seamlessly.
Before installing, please review these important sync behaviors:
Imported as Resources: Profiles synced from Entra are added to Formalize as Employees in Resources, not active system users. This means they will not have login access to Formalize.
Comprehensive Sync: The integration pulls your entire directory. It will add every email present in your Entra ID as an employee.
Important Limitation: You cannot currently filter the data import. You cannot limit the sync to specific groups, nor can you exclude general inboxes (e.g., support@, info@) or external guest accounts.
How to Install the Entra ID Integration
Prerequisite: You must have administrator permissions in your Microsoft workspace to authorize this connection.
Phase 1: Requesting Access
Go to Settings > API and Integrations. Find the Microsoft Entra ID section and click Learn more.
On the Microsoft Entra ID details page, click 'Request installation', and then click 'Request access'.
Wait for approval - The button will change to Request pending. Our team typically reviews and approves these requests on the same day. (If it takes longer than 24 hours, contact [email protected]).
Phase 2: Completing Installation.
Once approved, the status button on the Entra ID page will change from 'Request pending' to 'Install'.
Click 'Install' and select ‘Authorize’ on the pop-up window.
In the new Microsoft window, select the administrator account you want to link.
Choose ‘Accept’ on the Permissions requested page.
A success message will appear in Formalize. Click 'OK'.
Managing Your Integration
Once successfully connected, the top of the Entra ID integration page will display:
A "Successfully Installed" verification badge.
The time of your next scheduled synchronization (syncs occur automatically once a day at the same time).
A button to manually synchronize employees immediately.
The option to uninstall the integration.
