Prerequisites

• You have created customers in Quickpass either manually or by importing from IT Glue or Hudu via integration.
  ITGlue
  Hudu
  Manually
• You have installed the Quickpass Active Directory agent. https://support.getquickpass.com/hc/en-us/articles/360035206994-How-to-install-the-Server-Agent-Manual-and-Silent
• You have connected your Office 365 / Azure AD tenant to the Quickpass Customer https://support.getquickpass.com/hc/en-us/articles/360039678373-How-to-Connect-a-Azure-Office-365-tenant-to-Quickpass-Customer
• NOTE: For Active Directory Automatic Import, if you plan to use Security Groups as the Selection criteria, you must create a new Active Directory Security Group and add your existing End User Accounts to that Security group. Default Active Directory security groups are hidden to avoid onboarding privileged accounts from groups such as Domain Users.
  • NOTE: The Security Group you create should not be stored in the "Builtin" or "Users" OU that are created by default in Active Directory
• NOTE:  As of August 1, 2025, we recommend using Automatic Import Policies to manage the import of accounts.  This KB has been modified to indicate a Customer Specific Automatic Import Options that is NOT a member of a Policy.
  
  Active Directory
  

1. Click on the Customer you want to import accounts into

2. You will want to ensure that the Automatic Import Options are configured.
   
   Configure Options
    
   1. Ensure the Passwords Sync Active Directory and M365 Toggle is ON in this scenario
      
3. Click on the Add Accounts Drop Down Box in the Top Right of the Screen
   
4. Click on Automatic 
   
5. If this is the first time you are setting up the Import, you will see a Setup Button. 
   
6. If you had previously setup the Active Directory Import, you will see the existing OU or Security Groups selected for the Import and options to Import Now, Pause the Automatic Import, or Edit the selections.  Click Edit to modify the Import Selections.
    
    
7. You will be shown a list of OUs that currently have User Accounts in them, and a list of Active Directory Security Groups. 
   
   NOTE: You must create a new Active Directory Security Group, if you plan to use Security Groups as the Selection criteria, and add your existing End User Accounts to that Security group. Default Active Directory security groups are hidden to avoid onboarding privileged accounts from groups such as Domain Users.
   
   NOTE: The Security Group you create should not be stored in the "Builtin" or "Users" OU that are created by default in Active Directory 
   
   
   
   
    

   1. You can select OU(s), OR Security Group(s) from this screen.  If you have a large number of Security Groups in Active Directory, you can search for that group above the Security Group section.  
      
      You cannot select the same OU or Security Group that is configured for an Administrator Account Automatic Import Policy or Customer Level Administrator Account Import Configuration
      
      NOTE:  Security Groups containing other Security Groups (nested) are not supported, users must be added directly to this Security Group.

   2. Once the appropriate OUs or Security Group have been selected click the Add button in the top left.
      
      NOTE: End User Accounts added to Security Groups that are located in the following OU/Containers will not import.  Make sure they are in an OU or Container that is supported.
      
      

8. The initial synchronization will begin for all Active Directory accounts in the OU Structure that ALSO match an existing Office 365/Azure Licensed account.  Depending on the number of accounts that are being imported the accounts will be shown in batches as they are imported..

   

9. After the import completes and the "Syncing in Progress" icon disappears the End Users from the selected OU or Security Groups will be displayed.
10. Further Synchronizations will occur every 3 hours.

11. Accounts that have password sync ON will show both directory icons:
    
    

     

NOTE:  As of June 20, 2022 accounts removed from the Active Directory OU or Security Group, will be removed from the End User Accounts screen.

Troubleshooting Automatic Matching to IT Glue, Hudu or ConnectWise

On occasion the automatic import process may have troubles with matching to IT Glue, Hudu or ConnectWise.  Usually this is caused by duplicate entries in IT Glue, Hudu or ConnectWise

Holding your mouse over the Automatic Import Status icon will show you the cause of the matching error.

1. Manually match the accounts shown to the appropriate Integration that has failed to automatically create a match.
   1. Click Match Accounts at the top of the End User Accounts screen
   2. Select the Appropriate Integration that has failed to Automatically Match
   3. Select the Automatch Button at the top of the screen
   4. As shown in the screenshot below the usual cause of this that there are multiple entries in the connected Integration and the Automatic process wants you to confirm which account to select.
      
      1. Manually select the More than one match, click to Edit.
         
      2. Select the proper account from the Integration, and click the Select button.  Repeat for each account with more than one match shown.
      3. Alternatively, go to the associated Integration Source, search for and delete the duplicate account.  Come back to the Quickpass Matching screen and try the Matching process again.

Adjusting the Automatic Import Settings

At times, you may want to adjust the Automatic Import Settings.  

Click Here to review the Article

Next Steps

• On-board Mobile app users https://support.getquickpass.com/hc/en-us/articles/360035208434-How-to-On-board-Mobile-App-Users-in-Quickpass
• On-board Web app users https://support.getquickpass.com/hc/en-us/articles/360035705454-How-to-On-board-Web-App-Users-in-Quickpass
• Automatic Import Policy https://support.getquickpass.com/hc/en-us/search?utf8=%E2%9C%93&query=Import+Policy