Sync AzureAD Account Information with ConnectWise PSA Contacts (V3) Crate

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What does the Sync AzureAD Account Information with ConnectWise PSA Contacts (V3) Crate do?

Our Sync AzureAD Account Information with ConnectWise PSA Contacts (V3) Crate synchronizes the M365 Account status with ConnectWise PSA and runs on a cron or recurring schedule.

How the Crate works

The Crate checks Azure Active Directory daily for user accounts without matching ConnectWise PSA contacts and helps maintain synchronization between the two systems.

• Ensures that user information from Azure AD is properly reflected in ConnectWise PSA contacts

• Finds discrepancies between the two systems where users exist in one but not the other

• Helps maintain accurate contact information across both platforms

• Performs these checks daily to catch new users or changes

The Crate uses a cron trigger that runs automatically on a daily schedule at a predetermined time. This automated daily execution ensures that the Azure AD and ConnectWise PSA contacts stay synchronized without requiring any manual intervention.

Crate prerequisites

Before unpacking this Crate:

• ConnectWise PSA must be properly configured and integrated with Rewst.

• Microsoft Cloud Integration Bundle must be successfully set up for Azure AD access and user information retrieval.

• Appropriate permissions in both Azure AD and ConnectWise PSA must be set to read user and contact data.

Unpack the Sync AzureAD Account Information with ConnectWise PSA Contacts (V3) Crate

1. Navigate to Marketplace > Crates in the left side menu Rewst platform.

2. Search for Sync AzureAD Account Information with ConnectWise PSA Contacts (V3).

   

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Contacts may be optionally excluded from being disabled, for instance, if a contact is a non-Microsoft user or a contractor. Enter the names of the PSA contact types into the Excluded Contact Types field to configure the PSA contact types to exclude. Use commas to separate the names.

6. ConnectWise PSA uses configurable communication item type names. Communication item types are the different methods of contact information that can be stored and managed for contacts in ConnectWise PSA. Fill out the provided fields to configure the workflow with the type names the PSA environment uses.

   • Business email - Business email addresses

   • Business phone -Business phone numbers

   • Mobile phone - Mobile phone numbers

7. Click Continue.

8. Enter Time Saved under Crate Configuration.

9. Ensure that Enabled is toggled on under Configure Triggers. Note that you have the option under the Cron Job accordion menu to activate the Crate for all future organizations in addition to the current one. You may also set trigger criteria or integration overrides.

10. Click Unpack.

Test the Crate

1. Navigate to Automations > Workflows in the left side menu of your Rewst platform.

2. Search for ConnectWise PSA Add or Update Communication Item to Contact.

3. Click on the workflow to view it in the Workflow Builder Canvas.

4. Click Run in the top right corner of the Workflow Builder Canvas.

5. Click Run Test.

6. Allow the workflow to run.

7. Execution results for the workflow run will appear in the right side menu. Click into any of the success or failure tiles for a more detailed breakdown of each.

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