Microsoft Workspace Integration

Overview

Integrate Microsoft Workspace with your platform to sync key data including:

  • Users list 

    • First, Last Name
    • Email
    • Avatar
    • Job title

NOTE: This is the read-only integration, a specific plan is needed to collect apps linked by MS Auth 

IMPORTANT: Please make sure you have Microsoft Entra ID plan on your MS account. Otherwise we won't be able to fetch the data

 

Connection Steps

  1. Navigate to the Integrations page
  2. Click 'Connect' on the Microsoft widget
  3. Select workspace account (Admin account!)
  4. Accept the access level provided

Connect and Test

  • After configuring the settings and scopes, Spendbase starts pulling the data 
    • usually, the status of the widget changes to Getting data
    • it may take some time (from a couple of seconds up to 30 minutes)
  • As soon as the sync is done user will be notified:
    • in In-app notification with a successful status 
    • status at widget changes to Active

 

Disconnect:

  1. Users can disconnect the MS at any time
  2. Click on the status on the widget (Active, Actions required)
  3. Click Disconnect