You can automatically sync the recipients of your internal communication into ContactMonkey by integrating your organization's Azure Active Directory (Azure AD), available with our List Management feature. Learn more about List Management.

Getting Started

You'll need:

• Administrator or Owner level permissions within ContactMonkey. Learn about permissions here.
• An IT teammate with access to your organization’s Azure AD account with the permission to add and configure a new enterprise application
• The login credentials for the service account

How It Works

Step 1: Azure AD admin creates service account in Azure AD

Step 2: Azure AD admin configures enterprise application

Step 3: Connect service account in ContactMonkey

You will need to work in conjunction with your IT team on this integration. The effort for your IT team will be low - less than 20 minutes. 

Submit Connection Request To Azure AD Administrator

Once a service account is created, you'll need to send a connection request from ContactMonkey to your Azure AD administrator.  

To do so, follow these steps: 

1. 1. Log in to your ContactMonkey account 
   2. Click on your display name in the top right-hand corner 
   3. Select Settings from the drop-down list 
   4. Select Integrations from the options on the left 
   5. Under Utility Account, select Sign In 
   6. Enter the login credentials for the service account created in Step 1 by your Azure AD administrator
   7. Click “Request Approval” to submit the account for approval  

At this point, you may see an error message in ContactMonkey that your account could not be connected. This is because it needs to be approved by your Azure AD administrator. Once that is done you’ll be able to connect the account. 

Connect Azure Service Account 

Before this part can be done, your Azure AD administrator will need to have accepted the connection request from the previous step. Once that's complete, you can connect the Azure service account following these steps:

• 1. Log in to your ContactMonkey account 
  2. Click on your display name in the top right-hand corner 
  3. Select Settings from the drop-down list 
  4. Select Integrations from the options on the left 
  5. Under Utility Account, select Sign In 
  6. Enter the login credentials for the service account email and complete the sign in

Once connected, data should start to flow instantly into ContactMonkey.

Map Imported Fields 

Now that you've connected Azure AD and ContactMonkey, you can configure which fields you would like to map over.

To do so, follow these steps:

1. 1. 1. Log in to your ContactMonkey account 
      2. Click on Contacts in the top navigation
      3. Select Sources in the tabs underneath Directory
      4. Click the pencil icon next to Azure Ad Sync 

We have automatically mapped imported fields with ContactMonkey fields. To include more fields, please click on “Include More Fields” link in the first column. You can also click the remove button to skip importing a field.

After clicking next, you will see a summary where you can “Exclude” contacts in certain conditions. This might be used for things like GDPR.

• Example:  Exclude if country IS England

Once complete, you will see a summary and the directory will begin syncing. This sync occurs every night to ensure the accuracy of contact information.

List Management does support the use of multiple sources, such as Azure AD sync AND CSV upload. In this scenario, any contacts that exist on both Azure & CSV will only exist once in the directory. If the contact exists in Azure as well as the CSV, Azure takes precedence.

Frequently Asked Questions