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 

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. Click on Automatic
   
4. If your customer is Azure/O365 only, you can select Sync from a Single Source.
   
   
   
   
5. This screen will appear
   

   IT Glue	Hudu

   ATTENTION: Our recommendation is to disable Send Welcome Email and Enable Self-Serve on first import until the deployment of Quickpass by CyberQP has been communicated to your customer(s) and the setup has been tested with select End Users to confirm all is working as expected. Once the customer is ready for roll-out, you may enable Self Serve on the existing imported accounts and edit the Auto-Enrollment Options so future imports have Enable Self Serve and Send Welcome Email auto-enabled, if desired.
   
   1. Turn ON the Pause Automatic Import if you want to Pause the Automatic Synchronization
   2. Turn ON the IT Glue or Hudu Password Entry Matching,  if you want to store End User Password Changes in IT Glue or Hudu.  Existing IT Glue or Hudu Password entries will be automatically matched, by Azure/O365 Account Name, if they exist.  New IT Glue or Hudu Password entries will be created if there is no match. (Note: This option will not be available if you have not yet Integrated the Customer with IT Glue or Integrated the Customer with Hudu, or if the Quickpass Password Manager has not been enabled for your Tenant).  2
      
      

      NOTE: Quickpass makes extensive use of the ITGlue Category/Hudu Type values for the Automatic Matching process.  If you have existing ITGlue/Hudu Password Entries that you want to ensure are automatically matched during import or during the Manual Matching process, please ensure that those entries are updated with the following Category/Type values:
      
      

      Account Source	Category/Type Name
      On Premise Active Directory	Active Directory
      Azure/O365	Office 365 OR Microsoft 365 OR Azure AD OR Azure Active Directory
      Local Account	Local Account

       

      If an existing password entry does NOT have the Category/Type values populated, a new Password entry may be pushed into ITGlue/Hudu as a new password entry during an automatic import.
      
      

   3. Turn ON the Connectwise or AutoTask Contact entry Matching if you want to match to ConnectWise or AutoTask Contacts. (Only 1 will be available depending on the Integrations you have configured) Existing ConnectWise or AutoTask Contacts will be matched by Email Address or First and Last name, and new Contacts will be created if there is no matching entry.  (Note: Neither option will be available if you have not yet Integrated the Customer with ConnectWise or AutoTask)
   4. Turn ON the Quickpass Password Remember if you are using the Quickpass Password Manager.  (Note:  This option will ONLY be available if you have Quickpass Password Manager enabled for your Tenant)
   5. Turn ON the Send welcome E-mail if you want the End User to immediately be sent the Welcome Email upon Automatic Import.  (Note: The email address must be pre-populated in O365 for the End User to be sent the Welcome Email)
   6. Turn ON the Enable Self Serve if you want the End User to get Notifications and be able to log into the Mobile/Web App.
   7. Once you have selected all of the options you wish to enable, click Continue

Office 365 Only (Sync from a Single Source)

1. You will be prompted for the source of the Accounts you Wish to Import
2. Select Office 365
   
3. An Import will automatically be executed for all Licensed Office 365/Azure Accounts 
4. Further Synchronizations will occur every hour.

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.

To learn about our password sync options and their respective scenarios, please refer to our KB article here - Deciding between Automatic and Manual End-User Account Import Options

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