Users can integrate Microsoft Entra ID (formerly Azure Active Directory) with Avvoka to seamlessly synchronise employee directory data into Avvoka datasheets. This integration ensures that user information within Avvoka remain up to date by automatically reflecting changes made in Entra ID.
Prerequisites
Before using this feature, ensure that you have configured the Entra ID integration in Avvoka. If you need help setting this up, refer to this article.
What can you do with this integration?
Sync employee details from Entra ID into Avvoka’s Datasheets.
Automatically update employee information at set intervals.
Maintain accurate and up-to-date employee records in Avvoka.
Use synced datasheets in document templates for faster document generation.
Restrict datasheet syncing to specific Entra ID groups.
Creating a new Entra ID datasheet
To create a new synced datasheet, access Avvoka as an Organisation Support user.
Next, navigate to Support > Organisations > Your organisation > Syncronised datasheets. Click on “Add new datasheet” and select Entra ID.
Fill in the following information:
Name – the name of your datasheet;
Organisation – your Avvoka organisation;
Profile – the profiles you’d like to have access to this datasheet;
Synchronisation rate – how often should the datasheet sync the records with Entra ID;
Synchronisation location – choose an Entra ID group, or select all.
Next, start adding the headers in your datasheet by clicking on “Add new header” and map each new header to an existing Entra ID attribute.
Name column – the name of your header;
Attribute column – choose from the list of all available attributes in Entra ID.
Viewing your datasheet
All Entra ID synced datasheets can be viewed on Avvoka in the Templates tab, under Datasheets.
To view the records in your datasheet, click on the datasheet name. Additionally, Organisation Support users can refresh the synced datasheet manually if needed by clicking on the refresh button.
How does syncing work?
Customise synced attributes: Select which employee details (e.g., name, organisation, profile) should be included in the synced datasheet.
Set up a sync schedule: Choose between every 30 minutes, hourly, or daily sync intervals.
Limit syncing to specific groups: Use Entra ID Group IDs to sync only selected employees.
Manual sync option: Organisation Support users can refresh the synced datasheet manually when needed.
Additional Features
View Synced Datasheets: See all synced employee data in Avvoka’s Datasheets section.
Use Datasheets in Templates: Synced data can be leveraged to auto-fill document templates.
No Manual Edits: Synced datasheets cannot be manually changed or updated within Avvoka, ensuring data consistency with Entra ID.
For more information on configuring Entra ID integration, reach out to your Avvoka account executive for assistance.
To learn about other Avvoka integrations, please refer to the following: