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Henry Lynch Mary Mittel
By Henry Lynch and 1 other
• 24 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

Admin Outlook Integration- IT Admin Approval Guide

Overview This guide explains how an IT administrator can approve the Vsimple Outlook Integration in Microsoft Azure / Entra ID. This integration allows Vsimple users to: ·         Send emails from Outlook via Vsimple (including automated system emails sent on behalf of the user) ·         Sync and track Outlook email threads on Vsimple records to maintain a complete conversation history The integration uses Microsoft Graph delegated permissions, meaning Vsimple only acts on behalf of signed-in users who connect their Outlook account. What Permissions Are Requested The Vsimple Outlook Integration requests the following Microsoft Graph delegated permissions: ·         User.Read – Sign in and read the user’s basic profile ·         Mail.ReadWrite – Read and write the user’s mailbox (used to sync email threads) ·         Mail.Send – Send emails as the user (used for manual and automated emails) ·         offline_access – Maintain access via refresh tokens so users don’t have to reconnect frequently Option 1: Admin-Initiated Approval (Recommended) This is the most common and cleanest approach. Steps 1.      An IT administrator logs into Vsimple 2.      Navigate to a Record with an Uploaded Email 3.      Click Connect Outlook 4.      You will be redirected to Microsoft’s consent screen 5.      Review the requested permissions 6.      Select Consent on behalf of your organization 7.      Approve the app Once approved, all users in the tenant can connect Outlook without further admin involvement. Option 2: User-Initiated Admin Consent Request If a non-admin user attempts to connect Outlook and admin consent is required, Microsoft will trigger an approval workflow. Steps 1.      A user clicks Connect Outlook in Vsimple 2.      Microsoft detects that admin consent is required 3.      The user submits an Admin Consent Request 4.      An Azure / Entra ID admin receives the request 5.      Admin reviews and approves the Vsimple Outlook Integration in Azure NOTE: Some Azure accounts block users from initiating an admin consent request and will require Option 1. Verifying Approval in Azure / Entra ID After approval, you can confirm the setup: 1.      Go to Microsoft Azure 2.      Navigate to Enterprise Applications 3.      Select Vsimple Outlook Integration 4.      Open Permissions 5.      Confirm permissions are granted under Admin consent You should see Microsoft Graph delegated permissions similar to: - Mail.ReadWrite - Mail.Send - User.Read - offline_access Security & Data Handling Notes ·         Vsimple only accesses mailboxes for users who explicitly connect Outlook ·         Emails are linked to Vsimple records strictly for conversation tracking ·         No emails are deleted or modified outside of user actions ·         Access can be revoked at any time from Azure Revoking Access (If Needed) Admins can revoke access at any time: ·         Azure → Enterprise Applications → Vsimple Outlook Integration → Remove Support If you have questions or need assistance during approval: ·         Contact your internal Vsimple administrator ·         Or reach out to the Vsimple support team in app or at [email protected] ✅ Once approved, users can immediately begin sending and tracking Outlook emails inside Vsimple.

Last updated on Jan 20, 2026