Automatic Import | Sync Process - Frequently Asked Questions (FAQ)

Q: What fields does CyberQP use to populate the imported accounts?

A: CyberQP uses the following fields in the source locations to populate the imported accounts:

Active Directory:

• Display Name
• Username (User logon name)
• E-mail
• Mobile

M365/Azure:

• Display name
• Username (User principal name)
• Email
• Mobile phone

Local Windows:

• Full Name
• Username (Name)

Q: If I update a field in the source location (AD,AAD,Local), will the change also populate in the CyberQP dashboard for a user who has already been imported?

A: Changes to the username or display name will automatically update in the dashboard. Changes to fields such as email or phone number will not be updated in the CyberQP dashboard and must be updated manually within the dashboard or via the PSA/Ticket System Integration (if enabled)

Q: How often does the automatic import process run?

A: The automatic import process will run every 3 hours.

Q: Are changes I make to a user's phone number or email within the dashboard sync'd anywhere else?

A:  

• PSA/Ticket system integration
  • If the user account is matched to a PSA contact, the PSA becomes the Source of Truth and you will need to modify the value in the PSA to update the dashboard.
    • AutoTask - AutoTask Sync
    • ConnectWise Sync
    • HaloPSA - For all the matched end-user accounts, the email Id and Phone number of an end-user can only be updated on HaloPSA. If the changes are valid, then it will get synced with end-user record on CyberQP. For more information, please review this FAQ document. |
      For the unmatched end-user records, technicians can update the email Id and Phone number on dashboard but it won't get synced to HaloPSA. It will get synced to a documentation tool such as ITGlue (if integration has been setup).
  • The SMS/Mobile number WILL be pushed to the PSA if the End User populates their number via the Welcome Email
• Password Storage (ITGlue/Hudu)
  • Changes made to the Display Name will be updated in Password storage.
  • Changes made to the Account name or Hostname of the Computer (for local accounts) are not updated.

A: Changes made within the CyberQP dashboard are not sync'd to the source location (AD,AAD,Local).

Q: What do I do if an account gets automatically imported into the wrong area of the dashboard?

A: If an account gets added to the wrong section of the dashboard, it can be moved by following the steps outlined in the how to move accounts article.

Q: Can I opt in/out of creating new end-user record on HaloPSA via the automatic import configuration settings?

A: Yes, if you tick the checkbox 'Create new PSA end-user if no match found' in the automatic import settings then if an end-user doesn't exist on HaloPSA, it will get created on HaloPSA and matched with the end-user record on CyberQP.

In case you want to opt out of it, uncheck the checkbox 'Create new PSA end-user if no match found'.