The Automatic Import Options Policy in CyberQP allows IT administrators to centrally configure what happens when end-user or administrator accounts are imported into the platform. This includes settings like whether passwords are saved, welcome emails are sent, or password rotation is enabled.

These policies ensure consistent behavior across customers and eliminate the need to configure import options for each customer manually. You can also set a default policy that automatically applies to newly added customers.

Prerequisites

• You must have the Super, Primary, or Manager role in CyberQP

Step-by-Step Guide

1. Go to Global Settings > Automatic Imports

2. Click + New Import Policy, then select Automatic Import Options

3. Select Account Type
Choose whether you’re creating the policy for End-user Accounts or Administrator Accounts
Each policy is specific to one account type only

4. Enter Policy Name and Description
Give your policy a meaningful name and a short description for future reference

5. Set as Default (Optional)
Enable this option if you want all newly added customers to use this policy by default
Note: Only one default policy is allowed per account type

6. Assign Existing Customers
Select customers from the list who should immediately begin using this policy’s settings

7. Configure Import Options

For End-user Accounts

• Match to IT Glue or Hudu
  CyberQP will attempt to match the imported end-user account to an existing entry in IT Glue or Hudu.
  
  If no match is found, a new password entry can be created automatically.  You have the option to check the box if you want this to occur.
  
  Future password updates done in CyberQP will be synced back to IT Glue or Hudu.
   

• Match to PSA (ConnectWise PSA, Autotask, Halo)
  
  CyberQP will link the end-user account to a matching Contact record in your PSA. 

  • If no match is found an new entry can be created in PSA. You have the option to check the box if you want this to occur.
    
    This enables actions like resetting passwords directly via the PSA, and also allows CyberQP to retrieve email and phone number from the PSA for user verification.
    
    NOTE: If multiple customers from the Dashboard are matched to the same PSA Customer, automatic creation of new Contacts will NOT be performed during the import process.  This is because there is no way to determine which PSA Customer the contact should be created in.
    Please review the KBs for manual creation for each PSA:
    ConnectWise Manage
    Autotask
    Halo

• Send Welcome Email
  Sends an email to the imported end-user, notifying them of access and onboarding them to CyberQP services.

• Enable Self-Serve Password Reset
  Allows end-users to reset their own passwords via the Quickpass mobile app, improving user experience and reducing support tickets.

• Sync AD or Local Password to Microsoft 365
  Ensures that when an end-user password is changed in Active Directory or a local system, it will be synced to their Microsoft 365 account, keeping credentials aligned across systems.

For Administrator Accounts

• Save Password in CyberQP Vault (if not using ITGlue or Hudu)
  Stores imported administrator credentials securely in the CyberQP Vault, making them accessible to authorized technicians.

• Match or Create in IT Glue or Hudu
  CyberQP will attempt to match the imported Administrator account to an existing entry in IT Glue or Hudu.
  
  If no match is found, a new password entry can be created automatically.  You have the option to check the box if you want this to occur.
  
  Future password updates done in CyberQP will be synced back to IT Glue or Hudu..

• Enable Password Rotation
  Automatically rotates administrator account passwords on a scheduled basis, according to the settings defined in your Password Rotation Policies. This helps maintain strong security hygiene.

Managing Policies from the Customer Page

You can see and change which policies a customer uses from that customer's page, without going back to Global Settings.

1. Open the customer's Auto Import Options
   Go to Customers, open the customer, then go to Administrator Accounts > Add Accounts > Automatic.
2. Assign Automatic Import Options
   If the customer isn't assigned to a global policy, a message at the top of the page says so.
   • Click Assign To Policy to add the customer to an existing Automatic Import Options policy, or
   • Click the edit (pencil) icon to set the import options for this customer only.
3. Switch Policy for an Import Job
   The Automatic Import Jobs table lists each import source (Active Directory, Microsoft 365, Local) and the policy it uses right now.

   • Click Switch Policy next to a source to pick a different policy.

     

   • The Details column shows what each imports (security groups, roles or local groups).