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Integrations

Integrations provide access to, and data from, third-party software systems. The following systems are supported for integrations:

  • Microsoft 365

Integrations are managed on the Integrations page, which is the fifth item in the left-side navigation pane.

Edit an integration

Usually, there is no need to modify an integration after it is initially set up. However, you might need to change it if your organization modifies its configuration of the third-party system.

  1. Find the integration you want to modify, and click its Edit button. The Edit Integration pane opens. The fields in this pane vary depending on the third-party system of the integration.

  2. For Microsoft 365, modify the following values. These values are provided by your Microsoft Entra ID administrator, from the Microsoft Entra admin center application.

    • Application (client) ID

    • Directory (tenant) ID

  3. Click Save Changes.

Activate an integration

  • Find the inactive integration you want to activate, and click its Activate button.

Deactivate an integration

Deactivating an integration might disrupt workflows for users who rely on it. As a best practice, ensure that users are informed of the deactivation ahead of time, especially if the integration is critical to daily operations.

  • Find the active integration you want to deactivate, and click its Deactivate button.