In this article you will learn:
- How to importing lists from Azure Active Directory (AAD) works.
- How excluding contacts from being imported from Azure Active Directory works.
- You have connected your AAD to Bananatag.
- You or the person making edits has a login and permission to connect to AAD.
- Your data in AAD is formatted in a way that allows for exclusions (more details below).
How does List Syncing work?
When you set up your Azure Active Directory (AAD) Integration you will have the option to sync your lists. When you reach this step all your AAD mail-enabled groups will be displayed, and you may pick and choose which list you want to sync with Bananatag.
Your lists will sync every 24 hours, or at any time you can do a manual sync.
You will not be able to make edits to the list in Bananatag, any edits will need to be done in AAD.
At this time there is a limit of syncing approximately 2000 lists per integration. This may vary slightly based on list size. To search for a list you can use your browser's find feature. Command + F on Mac and Control + F on PC.
We recommend giving your lists a descriptive mail nickname in AAD so they’re easy to identify in Bananatag. Your mail nickname is used as the distribution list name in our system.
If you are using Microsoft O365, you should upgrade your group distribution lists using Microsoft 365 groups. Microsoft 365 Groups work with the Microsoft 365 tools you use already so you can collaborate with your teammates when writing documents, creating spreadsheets, working on project plans, scheduling meetings, or sending emails.
How does excluding contacts work?
Excluding contacts allows you to choose what contacts should be excluded when you import by setting up filters based on the contact fields.
There are several reasons you may want to exclude contacts from being imported into Banantag. For example, your Active Directory may still include employees who left the company. Or you have multiple regions in your Active Directory and you only plan on using Bananatag to communicate to one region.
It is completely up to you if you want to use this feature or not but contacts that match the exclusions will not be imported into Bananatag.
These exclusions will persist to each future sync unless you return to edit them.
Think about this as a spreadsheet.
If a column is named ‘employee status’ each employee will have a corresponding data point under that column that is either ‘active’ or ‘inactive’. Select the ‘employee status’ column then input ‘inactive’ and all inactive employees will be excluded from your Bananatag contact list.
Note: When typing your exclusions into the input box it's critical to get the exact match for the attribute value that exists for the desired records for exclusion in the directory. It is case sensitive.
You may need to clean your AAD data to use exclusions. Your I.T. team should be able to help you properly format your data to allow for exclusions.
Note: Any field that you want to use for exclusion must be mapped into Bananatag first.