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How do I import users from Azure Active Directory

Configure SalesScreen to sync users from your Azure Active Directory tenant, and allow your employees to use Single Sign-On via Microsoft.

Written by Øystein Heimark
Updated over 3 weeks ago

Note: You need admin privileges in both SalesScreen and your Azure Active Directory tenant to import users from Azure AD.

Step 1: Start the import from the Users overview

  1. Go to the Users overview in SalesScreen.

  2. Click Add users and then select Import users from Azure AD.

Step 2: Choose Azure Active Directory and import type

  1. When prompted to choose a provider, select Azure Active Directory.

  2. You will see two import options: Manual Import and Automatic Import.
    We offer both types; each is explained below.

For example, if you choose Automatic Import:

Step 3: Grant permissions

To sync users from your Azure AD tenant, SalesScreen needs basic read‑only access to your directory.

  • The first time you sync, you must grant the SalesScreen application permission to:

    • List users in your tenant

    • List groups in your tenant

  • The integration is read‑only. SalesScreen never writes any data back to Azure AD.

  1. Click Review Permissions.

  2. You will be redirected to Microsoft to review the requested permissions and give consent on behalf of your organization.

Manual Import

Manual import lets you pick exactly which users to sync from AD.

  • SalesScreen lists all users in your Azure AD tenant who are not already in your SalesScreen account.

  • You can select the users you want to add, and once added, they can sign into SalesScreen using their Microsoft credentials.

  1. Select the users you want to import.

  2. Click Add at the bottom of the page to import the selected users.

Automatic Import

Automatic import keeps users in sync automatically based on group membership in Azure AD.

  1. From the import options, click Automatic Import.

  2. On the Automatic Import page, click Enable.

  • Choose which AD groups you want to sync users from.

  • Any user who belongs to the selected groups will be automatically added to SalesScreen.

  • SalesScreen monitors the membership of these groups:

    • If a new user is added to one of the groups, a corresponding SalesScreen user is created.

    • (Optional) You can enable Automatically disable users so that users removed from the groups are disabled in SalesScreen as well.

Automatically disable users, and Disable button).

The automatic sync runs once every hour.

If you later want to turn off automatic sync, click Disable at the bottom of the Automatic Import page.

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