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 |
Off-prem (Exchange Online) | Entra ID | Yes |
Hybrid | Entra ID (synced from on-prem AD via your existing AD→Entra sync) | Yes (WiseStamp reads Entra ID) |
Pure on-prem (no M365) | On-prem AD only | Not supported — no plan |
WiseStamp reads identity from Entra ID, not directly from on-prem Active Directory. In hybrid environments this is fine because your AD is already synchronized into Entra ID. In a pure on-prem environment with no Entra ID, employee sync is not supported. No WiseStamp plan supports on-prem employee sync.
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.
Pure on-prem Active Directory sync — not supported
Resolved: Employee sync is not supported for on-prem. No WiseStamp plan supports it — there is no direct LDAP/AD DS read, no on-prem agent/connector, and no CSV/manual import fallback. The only supported identity source is Microsoft Entra ID.
A pure on-prem (no M365) customer cannot complete this step and cannot deploy WiseStamp on Exchange. Hybrid customers must have their on-prem AD 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.