Office 365 integration.

For details on how to use your Microsoft account to log into Organimi see, Sign in with Microsoft Office 365. 

• You can import your Office 365 contacts into Organimi 
• All information will be imported, including name, title, department, email address, phone number, etc. 
• This is useful to pull your Office 365 account users from your contact list. You can then use them to manually build a chart

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.
• Organimi checks for changes in org charts every 4 hours to keep the chart up to date. User can manually run the integrations anytime by clicking "Run Integrations" from the settings.
• You may be looking for the Azure Active Directory integration. See this article, Azure Active Directory integration, or contact us if you have any questions at all. We are happy to help suggest the best implementation strategy for you
• After creating the org chart, you can share it with other editors and viewers, or you can embed it on your intranet channels such as Sharepoint, or MS Teams

1.  From your dashboard, select Integrations.
   
2.  Select Office 365 tile.       
3. Click Get Started.       
4. On the screen, Pick an account, select an email address or click Use another account.

         

    6. Type your email address and password.

           

   7. You can do any of the following. Click:

• • New Chart Integration to integrate a new chart
  • New Roster Integration to integrate a new poster. Sync your people roster every 24 hrs
  • Re-authenticate to switch accounts and set up integrations for a different account
  • Disconnect to delete any chart integration to ONLY remove the chart from the integration. The data remains
  • Refresh Logs to view recent chart updates
  • Toggle the Sync Enabled button to enable or disable automatic chart updates
  • Send Notifications for Successful Updates or Send Notifications for Integration Fails to receive email status updates

 Integrate a new chart

1. Click New Chart Integration.
2. In the Chart Name field, type a name for the chart.
3. Put a checkmark in the Keep chart in sync checkbox to keep your org charts up to date, which means that as you update your MS contacts, your org chart is also updated. (synch runs every hour).    
4. Click to put a checkmark in the Overwrite Existing Chart checkbox to overwrite charts with the same name.
5. Click Setup.

 6. Review the Integration Source Overview information.

 7. Review and make changes to the Setup Settings section as required.     

Apply Data Filters

1. Click Edit.
2. Put a checkmark in the checkbox next to the department that you wish to include in the import OR click the Include All Departments checkbox to select all departments.               
3. Click APPLY FILTER

Exclusions

1. Click Edit.
2. Put a checkmark in checkboxes next to entries you do not wish to import.
3. Click Next to exit the screen.

Auto-build Options

Use the auto-build function to customize your integration.

1. Click Edit.
2. Put a checkmark in the, Automatically detect assistant role checkbox to detect assistant roles.
3. Put a checkmark in the Auto-insert department roles into chart checkbox.
4. In the Department Field box, type the word, Department.
5. Click Next to exit the screen.             

Fields to be imported

Use this feature to match the fields in your import file to Organimi's fields.

1. Click Edit.
2. Click Match Data Fields.
3. Check that fields you wish to import appear on the screen.
4. Click the down arrow in each field to include or exclude certain fields.
5. Click Done.
6. Click Next to exit the screen.
7. Click Submit.
8. Click Confirm to save the integration.
9. If you would like to create a roster integration, then click on +New Roster Integration and then click on Setup 
10. Click Submit

A roster with your contacts appears in.

         

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.
• Azure Active Directory integration.
• Build a matrix org chart with Microsoft Teams.

Having trouble? Contact us at [e-mail]. We are happy to help suggest the best implementation strategy for you.