Integrate with Microsoft Entra ID to import people and automatically build your org chart(s) in minutes.
You can keep your org charts automatically up to date, which means that as your Microsoft Entra ID system is updated, your org chart is also updated. Organimi will import all information including their picture, name, title, department, email, manager's name, etc.
Please note: If people are removed from the HR system or Directory system that is the source of the integration then they will no longer appear in the chart that is created / updated. However they will remain in the Talent Pool. The people will then need to be removed manually from the Talent Pool using the Cleanup Tool which can be run manually to identify all people who are in the Talent Pool under unassigned section to find the people who are no longer in any of the charts and can then be deleted in bulk.
You must be an Microsoft Entra ID Administrator to import people into Organimi from your system.
Organimi checks for changes in org charts every 4 hours to keep the charts up to date. User can manually run the integrations anytime by clicking "Run Integrations" from the settings.
User Permissions
You or your IT department can create a specific user account in Entra ID just for the Organimi integration. Ensure that you use this account to initially set up the integration.
The account can be any Microsoft Entra ID account with the following permissions:
- 'offline_access'
- 'Directory.Read.All'
- 'User.Read.All'
- 'User.Read'
- 'User.ReadBasic.All'
Our Entra ID integration works directly with Microsoft Graph API. View the official Microsoft documentation.
- From your dashboard, select Integrations.
- Select the Microsoft Entra ID tile.
- Click Get Started.
- Log on to your Microsoft Entra ID account with your email address and password. (You must be an Administrator)
New chart integration
- Click +New chart integration.
- Type the chart name.
- Keep chart in sync checked to update changes detected in the Microsoft Entra ID.
- Click SETUP.
- Apply these Filters available during the chart integration.
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Department filter: select departments required in the chart. Click APPLY FILTER when done
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Company filter: select the required company. Click APPLY FILTER when done
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Put a checkmark next to items you do not wish to import. Click NEXT.
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Auto build departments to add departments as role cards and auto-detect assistant roles. Click NEXT.
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Match required fields from the Microsoft Entra ID to Organimi columns. Click DONE.
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Click Submit and Confirm to generate the chart.
Your generated chart
Note:
- Organimi synchronizes charts every 4 hours, detects changes in the Microsoft Entra ID, and updates charts.
- Click REFRESH LOGS to manually refresh the logs.
10. Click +NEW PHOTO INTEGRATION or +NEW ROSTER INTEGRATION to keep photos and the roster in synch respectively (Runs once every 24 hours by default).
11. To delete the integration, click Settings (gear icon)->Delete Integration.
12. Enable sync toggles to keep the integration in synch.
13. Set up email notifications to check the success or failure of the integration.
Selective Sync
The synced integrated charts are in sync with the source data which keeps the charts up-to-date.
- The fields mapped during the last step (synced fields) of the integration setup cannot be edited while the sync is enabled. These fields are locked represented by a lock icon in the Update Role Dialog.
- All the other fields can be edited
Related articles:
- Excel integration.
- Import Office 365 contacts into Organimi.
- Build a matrix org chart with Microsoft Teams.
Having trouble? Contact us at support@organimi.com.
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