Deel can connect to and sync data with Microsoft using the dedicated integration. This article explains how to configure Deel and Microsoft to sync data between them.
In this article
Here’s what you’ll find in this article:
- Before you begin
- Step 1. Connect the integration
- Step 2. Configure the integration
- Step 3. Sync data
- Troubleshooting
- Microsoft integration reference
Before you begin
To successfully set up the Microsoft integration, you’ll need:
- A user with a Global Administrator role on Microsoft Entra
- A user with an admin role on Deel
Step 1. Connect the integration
In this section, we’ll guide you through how to connect Deel to Microsoft.
To connect to Microsoft:
1. Go to More > Apps and search for Microsoft in the App Store.
2. On the integration page, click Connect Microsoft.
3. Complete the login to your Microsoft account.
The integration is now connected, and you’ll be taken back to the integration page on Deel.
Once connected, an automatic sync will begin to match your accounts between Deel and Microsoft. Depending on the number of workers, this may take some time.
Step 2. Configure the integration
In this section, we’ll guide you through configuring the integration so that data can sync successfully.
After connecting to Microsoft, configuring it consists of
Configure the user provisioning plugin
This plugin is used to automatically create Microsoft accounts for new hires and suspend accounts upon termination.
To configure the user provisioning plugin:
1. From the Microsoft integration page, go to the Configurations and Plugins section.
2. Next to the User provisioning and sync settings plugin, click Enable.
3. Choose the events you want to sync and configure them accordingly. You can:
- Set up Provisioning. Settings include: allowing the automatic creation of a Microsoft account for new users, defining when to trigger the account creation, and password rules for new users.
- Set up Deprovisioning. Settings include: allowing the automatic suspension of a Microsoft account and defining when to trigger the account suspension.
- Set up Sync settings, including: selecting which account types Deel will keep updated and manage in Microsoft, and which worker types Deel should provision to Microsoft.
The User Provisioning Plugin is configured, new hires will be automatically provisioned in Microsoft, and terminated accounts will be suspended.
Any HR fields changed on Deel, for the accounts you set up, will be synced. For instance, changes to a job title will be updated in Microsoft after the next sync.
Configure the People Match plugin
This plugin is used to manually match workers that were not matched automatically after connecting the integration.
To configure the people matching plugin:
1. From the Microsoft integration page, go to the Configurations and Plugins section.
2. Click People match. If there are any unmatched accounts, they will appear on the account status list.
3. Click Edit matches. You are redirected to the Match accounts page.
4. Manually select the corresponding Microsoft account email for each worker.
Configure the Dynamic Groups plugin
This plugin enables advanced group management by syncing Deel's dynamic groups to Microsoft. With it, you can:
- Create granular dynamic groups with custom membership rules
- Automatically sync group memberships between platforms
- Apply specific access rules or applications to synced groups
To set up Dynamic Group Syncing:
1. From the Microsoft integration page, go to the Configurations and Plugins section.
2. Click Dynamic groups syncing.
3. On the Dynamic groups syncing page, click Create dynamic group.
4. After creating dynamic groups, click Add dynamic group(s) and choose one or more groups.
5. Enter a unique group email address for each group.
6. Click Add and Sync to create these groups in Microsoft.
7. Use View details to go to the User Groups page in Microsoft.
The Dynamic groups syncing plugin is configured. As workers are added or removed from these groups in Deel, it will be reflected in Microsoft.
Step 3. Sync data manually
Automatic syncs occur daily, one way from Deel to Microsoft, but you can manually trigger a sync:
- If you’ve made important changes and need them to sync immediately
- If you notice missing data or errors, that suggests that the last sync didn’t complete correctly
To sync data, go to the Microsoft integration page and click Sync Microsoft.
Recent changes in employee data will be synced from Deel to Microsoft.
Troubleshooting
This section includes instructions and workarounds to troubleshoot common issues.
Newly created Deel accounts without corresponding Microsoft accounts won’t be matched.
Take note that this only happens when user provisioning is disabled. If user provisioning is enabled, a newly created Deel account, based on the rules set, should automatically get created in Microsoft.
To solve this:
1. Go to People > Worker > Apps.
2. On the Apps page, select Microsoft and click Create account.
3. On the Microsoft account creation modal, select when to grant access.
The Microsoft account is created and the username is displayed.
Microsoft integration reference
This section provides information about the capabilities and limitations of the integration. You can use it to understand whether the integration can sync the data you need to sync.
Supported contract types
The Microsoft integration supports all contract types.
Supported sync entities
The Microsoft integration supports the sync of the following entities:
- Employee data
- First Name
- Last Name
- Department
- Job title
- Hiring type
- Start date
- End date
- Cost center
- Address
- Work location (only supports workerCountry as mapping for Entra)