WiseStamp for IT › Exchange › Step 3 of 12 — Identity & Employee Sync
Plan requirement: Basic and above (Microsoft 365 integration / employee sync).
How identity works by topology
Topology | Identity source | Documented |
Exchange Online | Entra ID | Yes |
Hybrid | Entra ID (synced from Active Directory via your existing AD→Entra sync) | Yes (WiseStamp reads Entra ID) |
WiseStamp reads identity from Entra ID, not directly from Active Directory. In hybrid environments this is fine because your AD is already synchronized into Entra ID. Where there is no Entra ID, employee sync is not supported on any plan.
Documented path — connect Microsoft Entra ID
Prerequisites
Microsoft 365 Global Administrator rights (only the Global Admin can complete it).
Global Admin signed into Microsoft in a separate browser tab.
WiseStamp Owner/Admin access.
Procedure
In WiseStamp, click Integrations.
Select Microsoft Entra ID and click Connect (upper-right).
Select I’m the Global Admin, then Connect.
Log into Microsoft, review the requested permissions, and click Accept.
Choose sync scope: Sync all employees or Sync specific (departments / OUs / cost centers).
Employees import into the WiseStamp Employees page.
This grants WiseStamp User.Read.All (import employees, sync details, automate add/remove, support deployment). See Permissions Reference.
This step does not place signatures on mail. Proceed to deployment (Outlook Add-In Setup Add-In and/or Server-Side Routing server-side).
Configure sync behavior
Manage from Settings > Sync & Automations (not on Pro+/Basic):
Setting | Options |
Daily sync | Sync daily / Don’t sync daily |
Synced employees | Entire directory / Specific / from Security Group (Enterprise) |
Per-field sync | Sync / Don’t sync (per field) |
Selective import: Sync & Automations > Synced employees > Sync specific > Manage, select departments/OUs, Save & Sync.
Active Directory as a direct source — not supported
The only supported identity source is Microsoft Entra ID. There is no direct LDAP/AD DS read, no local agent or connector, and no CSV or manual import fallback.
Hybrid customers must have their Active Directory synchronized into Entra ID, via their existing AD→Entra sync, and should use the Entra ID path above.
Validation
Open Employees; confirm expected users imported.
Spot-check synced fields (title, department, phone) against Entra ID.
If selective sync was used, confirm only intended scopes are present.