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Who: Administrator or Owner. Prerequisites: a connected Microsoft 365 integration and the Growth or Enterprise plan (or the trial). Where: Integrations → Microsoft 365 → People — Microsoft Entra ID.

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First sync

1

Prepare a preview

Click Preview changes. Tivero compares the directory with the people in Tivero. Nothing is saved yet.
2

Review the change plan

The preview groups people into New people, To update, Deactivation candidates, Conflicts and No change.
3

Apply

Click Apply to save the changes.
Result: new people appear on the People list with the Imported status. Tivero doesn’t send them invitations automatically — invite them when they’re ready. See Add and invite people. Later, you can run a sync manually with Sync now.

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What data is synced

Email address, first name, last name, display name, job title, department, account status and — if you turn on manager sync — the supervisor. Tivero only reads the directory; it never changes anything in it.

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Sync settings

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Deactivation candidates

People who have gone from the directory or whose account is disabled end up in Deactivation candidates. They are not deactivated automatically — HR deactivates them manually on the People list, unless you turn on automatic offboarding.
Automatic offboarding deactivates people without a human in the loop. Turn it on only when import and matching work correctly on your data. Tivero requires several consecutive complete syncs on the same scope before it lets you turn it on. It also has a circuit breaker: on a sudden spike of candidates it deactivates nobody and pauses until you decide.

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Conflicts

A conflict means Tivero can’t unambiguously match a person in the directory to a person in Tivero. Resolve the conflict in Tivero or in the directory and run the sync again.