Microsoft Entra ID Integration
This article explains how to integrate your organization's Microsoft Entra ID with GetHomeSafe to automate user management and schedule activities.
Microsoft Entra ID is a cloud-based identity and access management (IAM) solution that provides a centralized directory for all your users, groups, and applications. By connecting GetHomeSafe to your Microsoft Entra ID, you can ensure your user data is always accurate and up-to-date.
Our Microsoft Entra ID integration provides two core functions:
- Automated User Syncing: Automatically synchronizes user data from your Microsoft 365 profile to GetHomeSafe. This eliminates the need for manual data entry, ensuring your GetHomeSafe user list is always current. You can set the sync frequency to daily, weekly, or monthly.
- Calendar-Based Activities: Syncs user calendars from Office 365 to automatically create scheduled activities in GetHomeSafe.
Setting up Microsoft Entra ID integration
Connecting GetHomeSafe to your Microsoft Entra ID is simple. You will need your Microsoft 365 Tenant ID to establish the connection.
- Locate Your Tenant ID:
- Log in to the Microsoft Entra admin center.
- In the navigation menu, click on Identity.
- Under Overview, you will find your Tenant ID. Copy this value.
- Configure in GetHomeSafe:
- Navigate to your Enterprise’s Integrations page on the GetHomeSafe web-portal.
- Select the Microsoft Entra ID integration option.
- Paste your Tenant ID into the required Tenant GUID field.
Once complete, your user data and calendar information will begin syncing based on your selected frequency, ensuring a seamless and automated safety management workflow.
Configuring User & Team Synchronisation
Once you have successfully connected your Tenant ID, you can configure exactly how data flows between Microsoft Entra ID and GetHomeSafe. These settings allow you to automate user management and ensure your teams are organised correctly.
1. Team Sync Settings
This section controls the automation of your user data import.
- Enable the Integration: Toggle the Entra ID Users Sync setting to On to enable the user sync functionality with GetHomeSafe.
- Enable Team Sync: Toggle this setting to On to activate the automatic synchronisation.
- Sync Schedule: You can customise when the sync occurs to best fit your organisation's needs.
- Frequency: Select how often the system checks for updates (e.g., Daily).
- Time of Day: Choose the specific time you want the sync to run. We recommend selecting a time outside of your core business hours.
- Sync details:
- Last Sync: Displays the date and time of the last successful data update.
- Next Sync: Shows when the scheduled sync will run next.
- Manual Sync: If you have made immediate changes in Active Directory that need to be reflected in GetHomeSafe right away, click the Sync Now button to force an immediate update without waiting for the scheduled time.
(Note: You will need to configure at least 1 group mapping below before starting a sync).
2. Field Mappings
Field Mappings allow you to define which specific attributes from your Active Directory user profiles match the user fields in GetHomeSafe. This ensures that contact details and profile settings are imported accurately.
You can configure mappings for the following fields:
- First Name
- Last Name
- Email Address (Note: This is a Mandatory field for user identification)
- Mobile Phone Number
- Country
- Time Zone
Ensure that the source fields in your Microsoft Entra ID are populated correctly to prevent blank data from appearing in user profiles.
3. Team Mappings
Team Mappings allow you to automatically assign users to the correct teams within GetHomeSafe based on their group membership in Active Directory.
- Map Groups to Teams: You can select specific Active Directory Groups and map them directly to Teams within your GetHomeSafe Organisations.
- Result: When a user is added to a mapped group in Microsoft Entra ID, the next sync will automatically place them into the corresponding Team in GetHomeSafe, inheriting any team-specific settings.
Troubleshooting Common Errors
If you encounter issues with your Microsoft Entra ID integration, please review the common scenarios and solutions below.
1. Synchronisation Failures
If the Last Sync time is not updating or you receive an error message, the connection between GetHomeSafe and your directory may have been interrupted.
- Check Tenant ID: Ensure the Tenant GUID entered in the integration settings matches your Microsoft Entra ID exactly.
- Try a Manual Sync: Click the Sync Now button. If this succeeds, the issue may have been a temporary network glitch during the scheduled time.
- Permissions: Verify that your organisation's Microsoft Entra subscription is active and that no permissions have changed for the GetHomeSafe enterprise application within your Azure portal.
2. Duplicate Email Errors
The Email Address field is mandatory and must be unique for every user in GetHomeSafe.
- Existing Accounts: If a user already has a GetHomeSafe account created manually (or via another integration) with the same email address, the sync may fail for that specific user to prevent data conflicts.
- Resolution: Ensure that the email addresses in your Active Directory are accurate. If a user was previously created manually, you may need to archive the old profile or contact support to merge the accounts before the sync can proceed.
3. Missing User Data
If users are syncing but specific details (like Mobile Number or Country) are blank:
- Check Field Mappings: Go to the Field Mappings configuration in GetHomeSafe and ensure the Active Directory attribute is correctly matched to the GetHomeSafe field.
- Check Source Data: Verify that the user's profile in Microsoft Entra ID actually contains data in those fields. If the field is empty in Active Directory, it will remain empty in GetHomeSafe.
4. Users Not Assigned to Teams
If users are appearing in the system but are not being placed into their expected Teams:
- Verify Group Membership: Check that the user is a member of the correct Group in Active Directory.
- Review Team Mappings: Ensure that the Active Directory Group is correctly mapped to the specific Team in the Team Mappings section. Note that changes to group membership in AD will only reflect in GetHomeSafe after the next scheduled or manual sync.