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Merge Office with Contacts

Feature allows you to join Contacts list from PSA and Users list from Office 365

Updated this week

This feature will help you to track if you use your office licenses effectively and track licenses per each user according it's actual status in PSA.

How to enable merge:

  1. You can join Contacts and Office user records based on Contacts part.
    In that case system will build part based on contacts list and will add records for each contact from Office.
    The only field to setup this connection is User email.

    To enable "Merge" option navigate to: Template - List - Contacts part (click the part name) - select "Merge with Office 365 Data" checkbox.



  2. You can join Contacts and Office user records based on Office part.
    In that case system will build part based on full office Users list and will add records for each Office user from PSA Contacts list.
    The only field to setup this connection is User email.

    To enable "Merge" option navigate to: Template - List - Office 365 part (click part name) - select "Merge with Contacts from PSA" checkbox.



  3. Go to recent Open report and make New version - In new version you'll see joined data in Office/ Contacts parts.

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