Prerequisites

• You have created customers in Quickpass either manually or by importing from IT Glue or Hudu via integration.
  ITGlue
  Hudu
  Manually
• 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 
  OR
  How to setup M365 CSP Integration (GDAP)
   
• 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.
  
  M365/Azure/Entra
   

1. Click on the Customer you want to import accounts into
2. Click on the Add Accounts Drop Down Box in the Top Right of the Screen
    
3. You will want to ensure that the Automatic Import Options are configured.
   
   Configure Options
    
4. Click on Automatic
   
5. If this is the first time you are setting up the Import, you will see a Setup Button. 
   
   
   NOTE: If you previously had AD Automatic Import setup with the M365 Password Sync, you will need to disable that first.
   
   

6. If you had M365 Previously configured, you will see the option to Import now or Pause the Automatic Process
   
    

    

Office 365 Only (Sync from a Single Source)

1. If you previously had an AD Source configured as the Automatic Import, you will be advised that this will change the import source.
   
2. You can configure a combination of different import options here:
   
   1. Only Licensed Accounts
   2. All Accounts regardless of Licensing
   3. Email Domain Based (especially helpful when multiple Customers are connected to the same M365 Tenant)
      1. Only Licensed Accounts
      2. All Accounts regardless of Licensing
         
   4. Entra Security Group Based (if you only want to import specific users defined by an Entra Security Group)
      1. Only Licensed Accounts
      2. All Accounts regardless of Licensing
         
         
3. Once you save the import configuration, an import will be immediately executed.
4. Further Synchronizations will occur every 3 hours.

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.  
      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.
         
      5. Select the "More than one match, click to Edit" link.
      6. Select the proper account from the Integration, and click the Select button. Repeat for each account with more than one match shown.
         
      7. 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.  

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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