Company settings

A company’s Settings page has the buttons Perform Sync, AutoSync Activated / Deactivated, Agreements and Reporting, a bin icon to delete the company, and these tabs: Integration, Filtering (or OU Filtering), Site Mapping, Contact Mappings and Inactive Contact Cleanup. The last four are hidden while Do Not Sync Contacts, Just Update License Agreements is ticked. Settings are saved as you change them.

Sync Settings

Setting	Default	Effect
Sync Method		For companies set up with one of the older combined methods: Microsoft 365, Active Directory via PowerShell Script, or both. Companies set up with sources use the Sync Sources card instead.
Default Portal Password Option	Do not set a Default Portal Password	For contacts ConnectActive creates: no portal password, ConnectActive will assign a Random Portal Password, or Use a Default Portal Password for all new Contacts (entered in Default Portal Password).
Report Failures To	Empty	Addresses emailed when the company’s sync fails. Separate several with semicolons. The globe button applies the value to all existing and new companies, or to new companies only.
Report Failures Timing		A setting for all companies: Immediately after failing up to After failing for over a week. ConnectActive emails once per failure; waiting lets a passing problem, such as a network outage, clear first.
Report Changes To	Empty	Addresses emailed when a contact is added or deactivated. Semicolons and the globe button as above.

Overwrite Options

By default ConnectActive fills a contact’s phone numbers, email address and title only when they are blank in ConnectWise, and leaves first names alone.

Setting	Default	Effect
Overwrite CW Phone Numbers with AD Values	Off	Replace the contact’s phone numbers with the directory’s.
Overwrite CW Email Addresses with AD Values	Off	Replace the contact’s email address.
Overwrite CW Titles with AD Values	Off	Replace the contact’s title.
Overwrite CW First Name with AD Values	Off	Replace the first name whenever it differs from the directory’s.
Configuration Contacts	Do not change Configuration Contacts	Set workstations’ contacts from their last login. See Set configuration contacts.

Microsoft 365 Options

Shown when the company has a Microsoft 365 source.

Setting	Default	Effect
Treat Unlicensed Microsoft 365 Accounts as Disabled	On	A Microsoft 365 account with no license is treated as disabled. Clear it to treat unlicensed accounts as active.
Exclude Microsoft 365 Only Accounts	Off	With Active Directory as well, create and keep active only contacts whose user is in Active Directory.
Treat Unused or Abandoned Accounts as Active	Off	Create contacts for accounts that have not signed in for 30 days or have no first or last name, and keep them on company-wide additions.
Sync Licensed Disabled Users as Active	Off	A disabled user who still has a Microsoft 365 license keeps an active contact. License mappings count assigned users either way.
Do Not Sync Contacts, Just Update License Agreements	Off	For a client you only resell Microsoft 365 to: no contact changes, only license-mapped additions are updated.

Active Directory Options

Shown when the company has Active Directory (Workspace Options for Google Workspace).

Setting	Default	Effect
Exclude AD Users without Email Addresses	Off	Leave out AD users with no email address.
Treat Unused or Abandoned Accounts as Active	Off	As above.
Include Microsoft 365 Only Accounts when OU Filtering	Off	With OU filtering, also sync Microsoft 365 users who have no AD account. Otherwise only those with an AD account in a selected OU are synced.

Other settings

Setting	Default	Effect
Drop Duplicate Accounts	Off	Drop extra accounts of the same person, such as one employee with two mailbox accounts.
Enable Prorating on Additions by Default	On	Shown when prorating is on. Prorate every addition of the company whose agreement allows it; when cleared, only additions set to ON.
Prorate Refund Settings	AUTO	AUTO follows Use Prorated Refunds; ON or OFF for this company.
Use Other Company for Sync (For Multi-Tenant)	Empty	Reuse another company’s connection, for a directory that holds several companies. See Sync a multi-company directory.
Map Contact Attributes to Custom Fields	None	See Set Contact Types and custom fields.
Custom Field Groups	None	See Dynamic groups.

Sync Sources

One panel per source, with its state and actions: Verify and Re-Authorize Microsoft 365 Tenant for Microsoft 365, the Download company Zip File for Active Directory, the administrator’s email for Google Workspace, and Retry authorization for Partner Center. The + button adds a source. See Add a company.