Entra ID to ComputerEase - Keep IT and Accounting in Sync

Why would you want to automate data from Entra ID to ComputerEase?

There are many simple answers: it reduces your team's manual workload so they can focus on more valuable tasks, data quality improves, there are fewer mistakes, and it reduces the time it takes to onboard or offboard an employee. These are all true, but it's worth looking at your strategy for user lifecycle automation more generally.

The business tasks that surround joiners / movers / leavers (JML) are critical events in an employee's journey with your organization. You'll want to:

• identify systems of record - so you know your source of truth
• clarify responsibilities - who performs what task? Identify a single owner per task.
• automate data flow - but make it auditable so you can keep a human in the loop for exceptional cases
• define business rules - so expectations are aligned

We'll help you map out these processes and find the opportunities to integrate systems more effectively.

What data should sync from Entra ID to ComputerEase?

The specific details will depend on your business processes. Usually, ComputerEase (your construction accounting system) is the system of record for your jobs, costs, and payroll. Entra ID is the system of record for your employee's digital identity in your organization.

That means Entra ID is the source of truth for key digital identity data:

• Email address (userPrincipalName) and mailbox
• Software Licenses
• Multi-factor authentication
• Device and system access
• Sign-in history

You'll want the employee records in ComputerEase to stay consistent with that source of truth. Work email, name, and employment status flow from Entra ID to ComputerEase, so your accounting team isn't chasing down mismatched names or stale email addresses. And when someone is offboarded in the directory, their ComputerEase access is cleaned up too - no lingering accounts in the system that holds your job costs and payroll. The result is a reliable automated user provisioning workflow.

What this is not?

We provide fully managed done-for-you data integration as a service. We offer data integrations fit to your exact business needs through a service delivery model. That means you're not buying an expensive custom one-time project that you'll have to manage and maintain, becoming an ongoing headache for you.

Instead, we take responsibility for syncing data between your systems in a way that works for you. We monitor and respond to data sync issues, keep you in the loop, and maintain the integration over time. See what that looks like for a construction firm in our BECI Construction case study.

Just make the problem go away

If you're struggling with inconsistent processes and account management headaches, schedule some time with us. We can help you sort through:

• HR vs IT process
• Onboarding and offboarding
• Groups & licenses
• Device management

What about getting everyone on the same page in IT and accounting? What's the project plan look like?

Getting the left hand to know what the right hand is doing in business is complicated. At AutoIDM, we have established a proven process to make sure everyone in your business is on the same page. The Entra ID to ComputerEase integration (and our general integration process) is adjusted depending on your needs, but it follows these main points.

1. Initial Meeting - (30 min) Bring all stakeholders together to align on the timeline, expectations, and responsibilities.
2. Access - (30 min) Architect a secure solution that gives AutoIDM access to what we need while keeping your IT team in control.
3. Business Rules - (1 hour) Align Entra ID with ComputerEase, build the rule set, and define the testing plan.
4. Testing - (~2 hours) Iterate with your champion to validate the integration and resolve issues quickly.
5. Deployment - Final deploy and full support for any adjustments or changes. Entra ID to ComputerEase is now up and running.

Pull data from Entra ID: Review the Microsoft Graph users API documentation here. You'll need an Entra app registration with the User.Read.All application permission and admin consent. At AutoIDM we use a regular HTTP client library, specifically Python's requests library. Once you have data from Entra ID, you need to get it into ComputerEase.

Match up accounts: Once you've got employee data from Entra ID, you'll need to match it up to ComputerEase. This can be done by tracking an external ID or fuzzy matching on name or email address.

Map data and push to ComputerEase: Deltek publishes a ComputerEase REST Service for integration developers. Depending on your ComputerEase version and hosting, your options can also include file-based imports or working with Deltek ComputerEase support to enable API access. You'll need to figure out record lifecycles: what happens when employees join, leave, change names, etc.

Operationalize: After you've got the logic figured out, you'll want to set up monitoring to catch errors, alerting to let your team know when something requires their time, and training for the technicians who will be responsible. You'll also want to educate your HR and business teams about what to expect and how to get support.