Synchronizing Options and Settings

WiseStamp can synchronize employee fields from your Microsoft 365 / Google Workspace directory. When the Sync feature is enabled, information from the directory (such as department, title, phone number, etc.) are synchronized to the relevant fields in WiseStamp. You can choose which fields are synchronized from your directory to WiseStamp, and which fields override existing employee information.

!note! This article is only relevant to WiseStamp for Teams accounts.!/note!

Where to find the Sync settings?

1. On the left panel, click Settings and go to the Employees tab. 
2. Once synchronized, the Sync setting section appears on the top of the Employee tab.

The following settings options are available:

Selective employee import 

Employee import settings are defined immediately after integration with your corporate directory. Sometimes, it is not practical or recommended to import all employees into WiseStamp. When you set up directory integration, you can therefore choose which departments, organizational units (OUs), or cost centers are imported. After creating the initial setup, you can update synchronizing settings (e.g., add/remove departments) at any time. 

!note! Google Workspace users can only select employees from Departments, OUs, or Cost Centers.
While Microsoft 365 users can only select employees from Departments or Security Group. If you want to select employees from a Microsoft Security Group, contact WiseStamp support team. 

However once integrated with all employees synchronized (Sync all), you can only select employees by Departments. If you want to use another category instead, contact WiseStamp support team.!/note!

To import only selected groups of employees: 

1. On the left panel, click Settings and go to the Employees tab. 
2. On the Sync section, click the Synced employees dropdown list and select Sync specific.
3. Click Manage. Your list of departments are retrieved. During this process, a notification appears at the bottom-left of your page, indicating the progress of the process.
4. On the list of departments, select the department of the employees you want to synchronize and click Save & Sync.
5. If your selection excludes employees that are currently in WiseStamp, a message appears asking whether you want to remove these employees. Click Remove employees if you want these employees removed from WiseStamp.
6. During the sync process, a notification appears at the bottom-left of your page, indicating the progress of the process.
7. A message appears after the Employees list is synchronized and they can be viewed on the Employees page.

!note! Employee data are now automatically synchronized with WiseStamp every 24 hours. New employees added to the selected category are automatically imported with the daily synchronization. !/note!

Discontinuing selective employee synchronization

If you no longer require selective synchronization, you can select one of the following options from the Employees tab on the Settings page: 

• Sync all: Includes all employees in the daily synchronization, regardless of the department/OU/cost center
• Don't sync: Stops ALL directory synchronization (both automatic and manual)

If you currently are selecting employees from a Microsoft Security Group and you want to change the sync category or sync all, contact WiseStamp support team.

!note! Keep in mind that when you discontinue synchronization, any employees that were previously imported will continue to be displayed in the Employees list, but their details will no longer be automatically updated.  !/note!

Custom mapping

When you select to synchronize employee fields from your Microsoft 365 / Google Workspace directory, information from the directory (such as department, title, phone number, etc.) is automatically imported into your WiseStamp account. The synchronization process works by mapping, or matching, fields in the directory to the relevant employee fields in WiseStamp.  

Sometimes the data that you want to synchronize to WiseStamp does not match the default field mapping used by your directory. If you see any data imported from your directory that is not the data you require, you may need to use Custom Mapping. This overrides the default mapping pattern so the information you want can be pulled from the directory according to your preferences. 

To utilize the Custom Mapping feature:

1. On the left panel, click Employee fields.
2. In the Google / Microsoft field column, select the directory field for each employee attribute.
3. Verify the Overwrite column is checked for the columns that changed their mapping.
4. Click Sync to refresh the data for the employees. During this process, a notification appears at the bottom-left of your page, indicating the progress of the process.

!note!Overwrite only apply if Overwrite is checked in the Employee details.!/note!.

Default mapping patterns

Every corporate directory type has a default mapping method that it uses to pull fields from the directory into WiseStamp. Sometimes the fields in the directory and in WiseStamp have the same names (e.g., email maps to email), and sometimes the fields are not identical, but similar (e.g., photo maps to employee photo). The following tables list default mapping patterns for some popular directories.

Data Mapping for Google Workspace

Data Mapping for Microsoft 365 (Azure Directory)