Matching users on Edusync Microsoft

Providing an understanding of the importance of matching users and how to undertake user matching correctly.

 Accurately matching your users in Edusync Microsoft is crucial. This ensures that any actions configured in the 'Settings' page for MIS sync will correctly impact your school's Microsoft Tenant.

You can run a bulk user match from Matching >> Match users. 

After clicking 'Match users' you will be presented with all of the current available matches for profiles from the school's MIS/SIS data. They will be listed in order from the strongest match to the exceptions at the bottom. Exceptions will be ignored automatically and will not be allowed through as a matched user unless you click the 'Ignored' button. 

Users are matched from the MIS/SIS data obtained by Edusync based on preferred forename and surname. 100% matches can be achieved if the email address from the MIS/SIS also matches the Microsoft one. Edusync will only be able to match users that are found within the Administrative Units selected in the 'Settings' page. Because of this, you may find users with exceptions against their names if the Microsoft account was previously created before Edusync Microsoft used the legal forename.

When you are happy that you have all of the correct matches, select 'Match'.

You can manually match users from the Directory page, by clicking manually assign and selecting the user in the dropdown that opens to the left on the same row. You may wish to do this because you were left with unmatched users that we could not find a possible match for, that you have now moved into the correct AU. Should you move users from an AU to another AU that Edusync Microsoft has in its settings, you will need to refresh the page to have it appear in the 'Manually assign' dropdown.

You can manually assign more than one user and then click 'Save matches' under the Action selected button in the top right-hand corner.

You may want to manually unmatch any users you have matched incorrectly, or perhaps just to add them to the 'Ignored users' section (more information can be found about ignored users in the article on Manual actions). This can be achieved by selecting a user with the tick box on the left-hand side and going to action selected in the top right-hand corner and selecting 'Unmatch Microsoft user'.