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Sync custom fields from The Microsoft Entra ID

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Overview

This guide provides step-by-step instructions on synchronizing custom fields in BoldDesk with user attributes from Microsoft Entra ID.

This guide assumes that user provisioning with Microsoft Entra ID is already configured, as this article explains.

Supported custom fields

The following table summarizes the custom field types in BoldDesk that can be synced from a user attribute in Microsoft Entra ID.

BoldDesk Custom field type Microsoft Entra ID attribute type Comments
Textbox (single-line) String
Textbox (multi-line) String
Checkbox Boolean
Yes/No Boolean
Date Date Time Consider only the date value from the Microsoft Entra ID input.
Date Time Date Time
Numeric Integer
Decimal String Convert the given string to decimal.
Dropdown (single-select) String Based on the text value, retrieve the ID and save it in the database.
Regex String Regex validation will be handled here before saving the string.
URL String URL validation will be handled before saving the string.

Sync custom fields from Microsoft Entra ID to BoldDesk

To sync custom fields from Microsoft Entra ID to BoldDesk, follow the given steps:

  1. Go to Admin > Fields and Forms in the left menu and then click Contact Fields.

    Step1.png

  2. Select the custom field you wish to sync and click Copy to clipboard button to copy the API name of the custom contact field.

    Picture3.jpg

  3. In Azure Active Directory home, click Enterprise applications and select BoldDesk app. In the left panel, go to Provisioning and click Edit provisioning.

  4. In the Mappings section, click Provision Azure Active Directory Users.

    4.png

  5. Scroll down the page and select Show advanced options. Click Edit attribute list for BoldDesk app.

    5.png

  6. Add a new item at the bottom of the Attribute List table. Combine “urn:ietf:params:scim:schemas:extension:bolddeskContactCustomFields:2.0:User” with the API Name from Step 2.
    Example: urn:ietf:params:scim:schemas:extension:bolddeskContactCustomFields:2.0:User:cf_time

  7. Refer to the table above to select the correct Microsoft Entra ID attribute type based on the BoldDesk custom field you are syncing.

  8. For types such as string, integer, datetime, or Boolean, leave the remaining columns blank.

    8.png

  9. Click Save to return to the attribute mapping page. At the bottom of the Attribute Mappings table, click Add New Mapping.

    9.png

  10. In the Edit Attribute form, enter the following information:
    1. Mapping type: Direct
    2. Source attribute: Choose the Microsoft Entra ID user attribute to be mapped to the BoldDesk custom field, e.g., employeeHireDate.
    3. Default value: Leave blank.
    4. Target attribute: Select the attribute created in step 6.
    5. Match objects using this attribute: No
    6. Apply this mapping: Always.

    10.png

  11. Save the new attribute and confirm to complete the attribute mapping.

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