Setup guide
Connect your Microsoft directory
Sync your team straight from Microsoft 365. Your people and their roles flow in automatically, everyone signs in with their work account, and when someone leaves, their access here ends too. Here's how to set it up — no technical background needed.
Before you start
- You're the account owner in Data Informatics (only the owner can connect a directory).
- Someone at your company who can approve apps in Microsoft 365 — a Global Administrator.
- About 15 minutes.
It's two quick parts
First you give permission once, from inside Data Informatics. Then you set up a sync connection in Microsoft so your directory keeps flowing in. The five steps below walk through both.
- 1
Start the connection in Data Informatics
Open your profile menu (top right) and choose Integrations, then Microsoft Entra, then Connect Microsoft. You'll be taken to Microsoft to approve access for your company. A Microsoft administrator signs in and approves — this is a one-time permission.
- 2
Generate your connection key
Back on the Microsoft Entra screen, select Generate token. You'll get a one-time key — copy it somewhere safe. It's shown only once. This key lets Microsoft send your people to us securely.
- 3
Add Data Informatics as an app in Microsoft
In the Microsoft Entra admin centre, go to Enterprise applications, New application, then Create your own application. Give it a name like "Data Informatics", choose the option to integrate an app that isn't in the gallery, and create it. This is the app that keeps your people in sync.
- 4
Point it at us and test
Open your new app, go to Provisioning, and connect it using these two details: the connection address https://datainformatics.com.au/api/scim/v2 and the connection key from step 2. Press Test connection — it should pass — then Save.
- 5
Choose who to include, then turn it on
Still in your Microsoft app, open Users and groups and assign the people (or groups) you want in Data Informatics. Then start provisioning. Your team will begin appearing automatically.
How you'll know it worked
On the Microsoft Entra screen you'll see four checks turn green as you go: Consented, Connection key set, Receiving your people, and People signing in. When all four are green, you're done.
Good to know
- What actually happens once it's on?
- Your people appear in Data Informatics automatically, their roles are set from your Microsoft groups, and when someone leaves your company they lose access here too — no manual clean-up.
- Will anyone be deleted?
- No. When someone leaves or is removed in Microsoft, their record here is simply switched to inactive. Nothing is deleted, and their history is kept.
- How do people sign in afterwards?
- They use the Sign in with Microsoft button and their normal work account. No separate password to remember.
- Who can set this up?
- Only the Data Informatics account owner can connect the directory, and only a Microsoft administrator can approve it. That keeps it in the right hands.
Rather we set it up with you?
Happy to jump on a short call and connect your directory together — it usually takes one sitting.
Talk to us →