Active Directory Sync checklist (for new customers)

Make sure you are ready to sync your Active Directory with your new SwipedOn account

With SwipedOn's easy Active Directory Sync, you can have your employee list populated and automatically maintained from your on-premise Active Directory in just a few minutes. Here are a few things you'll want to do first to get the most out of this feature.

Employee fields (SwipedOn) 

In the SwipedOn web dashboard, go to the Employee Settings page. Check that you have all of the fields you want to be updated by Active Directory. The sync includes first and last name, email address, phone number and location by default, but if you want to include other data such as Job Title, Department or anything else, make sure you have a field for this. Remember, if you set a field as a Primary Field, it will display as a subtitle for employees on the iPad or Android tablet.

Locations (SwipedOn) 

If you're on a multi-location Enterprise plan, make sure all of the locations you wish to synchronise with Active Directory are created on SwipedOn. You can do this on the Locations view of the SwipedOn web dashboard.

Organizational Units (Active Directory) 

If you don't want every user in Active Directory to be pushed through to SwipedOn, you may wish to use an Organizational Unit to group the relevant users together. Talk to your Active Directory administrator to see if this already exists, or would need to be set up.

Offices (Active Directory)

Another way to effectively filter your Active Directory is to ensure that the Office field is completed accurately for every user you wish to synchronise. You can choose to set up the sync process so that only employees from particular locations are synchronised.

If you have multiple locations in SwipedOn, it is essential that users have the correct Office recorded in Active Directory. 

Phone Numbers (Active Directory)

To ensure synchronised employees can receive SMS notifications, the Telephone Number field in Active Directory (General tab) should be populated with employees' mobile phone numbers. Include a '+' and the country code at the beginning of the number to ensure the formatting is correct and text messages can be sent and received.