Home Integrations

Integrations

Henry Lynch Mary Mittel
By Henry Lynch and 1 other
21 articles

Integration Admin Page

Vsimple's integration admin page allows admins to update the way that data is mapped from 3rd party systems to Vsimple. Here's an overview of the key features: 1. An Active / Inactive Toggle allows you to turn an integration on or off 2. An Integration Type dropdown with the following options: - Create and Update: If Vsimple matches incoming data to an existing record, it will update it. Otherwise, Vsimple will create a new record. - Update Only: If Vsimple matches incoming data to an existing record, it will update it. Otherwise, the data will be ignored. 3. Define if the integration should update the name of the record (if no name is provided for a "Create and Update" integration the name will be the integration name plus the date and time stamp when the record was created). 4. Define if the integration should update the description of the record 5. Define if the integration should update the record type of the record (if left blank the default record type will be assigned to newly created records) 6. Define the custom field mapping between Vsimple and the Other Datasource - At least one custom field and one unique custom must be mapped - Mapped Field (enter the field id / name from the Other Datasource) - Hard-coded Value (enter a value that will always be set for a given integration) - Jsonata Expression (use code to define a more advanced mapping. Here's a link to what's possible with Jsonata and here's a sandbox to test it out) 7. Child objects can also be added to the mapping Please note that not all integrations are supported with the integration admin page. If you ever need any help making a change please reach out to Vsimple support!

Last updated on Feb 12, 2024

Microsoft Outlook Integration- Connection Status

In User Management, Vsimple now displays "Connection Status" - Pending Connection- User needs to locate a record with an email uploaded to the activity stream - Needs Attention- Microsoft has reset the connection token and the user must reconnect, following the same steps as above - Connected- User has properly connected their Outlook to Vsimple Once connected, the user will stay connected until Microsoft resets the refresh token. This can happen in a variety of ways: 1. Security & Policy Enforcement - Password change/reset: If the user changes their Microsoft account or organizational password, all existing refresh tokens are invalidated. - Multi-factor authentication (MFA) updates: If MFA requirements change, old tokens may be rejected. - Conditional Access Policies: Admins may enforce new location, device compliance, or sign-in risk rules that invalidate tokens. - Account compromise signals: Microsoft may revoke tokens if suspicious activity is detected. 2. App or Client Issues - Outlook profile corruption: Cached credentials or profiles can break token refresh. - Updates or reinstallations: Reinstalling Outlook or certain updates can clear authentication caches. - Revoked app consent: If the user or admin revokes consent for Outlook or a connected app, the refresh token is dropped 3. Environment or Device Changes - Device unenrolled or non-compliant: In organizations using Intune or device management, removing a device or falling out of compliance revokes tokens. - Sign-in from a new location or IP: Risk-based access controls may revoke old tokens to force re-authentication.

Last updated on Oct 01, 2025