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What is User Sync?

User Sync is used to sync users for cross-platform direct messaging for organizations with multiple internal chat platforms.

  • Important: In order to provide cross-platform direct messaging, all users must have existing Zoom accounts, even if their primary platform is not Zoom.

If you haven't already:

  1. Complete the steps in Configure Zoom Team Chat for Mio to ensure your tenant is set up correctly.

  2. Add Zoom and at least one other platform to the Connect Center to continue.

  3. Determine your users' Primary and Secondary Platforms.

What are Primary and Secondary Platforms?

A Primary Platform is the platform that your end user prefers to communicate on.

A Secondary Platform is the platform to which the messages will be sent. This is the platform that is used with less frequency, if at all. If your end user chooses Teams, the assumption is that they rarely use their Teams account to send messages, but need to message users who are Teams primaries.

Though users will still be able to access their secondary platform for messaging, secondary platform messages will not show up on that same user's primary platform.

For example, if a user choses Zoom Team Chat as primary and Slack as secondary, they will still be able to log into Slack to send messages. But, these messages will not show up in the user's Zoom Team Chat account.


Import your Zoom Team Chat users

Step 1

Sign in with your admin account at https://m.io to access the Mio Hub.

Step 2

In the left sidebar, navigate to User Sync > Import teams and users.

Step 3

Click Import users to the right of Zoom.

Mio will import all of your users. Please wait for the importation process to finish. The orange clock symbol indicates that Mio is still working.

  • TIP: If you need help during the importation process, check out the resource library at the bottom of the Import teams and users page.

Step 4

Once Mio is done importing your Zoom Team Chat users, click Select Teams (Microsoft Teams, Webex) or Import users (Slack) to the right of your other platform(s).

  • If you are importing users from Microsoft Teams or Webex, Mio will ask you to select teams.

    • Choose the teams that house the users you would like to enable for cross-platform direct messaging. Click the Import teams and users button to confirm.

  • Selecting Import users for Slack will immediately import all users, similar to Zoom.

You can return to User Sync > Import teams and users at any time to Add or Edit your imported teams and users.

You are now ready to move on and sync specific users for cross-platform direct messaging.


Sync Zoom Team Chat users for direct messaging

Step 1

On the User Sync page, navigate to the Sync users tab. You can also click the Sync users button on the Import teams and channels tab.

Step 2

You should see a list of users that belong to your Zoom organization and a second platform you imported.

  • Note: If you see a drop-down list under the Primary Platform column, Mio has detected that user's email on multiple platforms.

You will need to select the correct primary platform for that user.

  • A Primary Platform is each user’s most frequently and comfortably used messaging platform, or the platform they will be sending messages from on a daily basis.

  • Eg. If you select Zoom, that user will only need to send messages from their Zoom app and does not need to open their second app for work.

If you do not see a drop-down list for a user's primary platform, that means Mio has detected this user exists on only one platform and has selected the platform for that user by default.

Step 3

Determine each user’s Secondary Platform. You will select this in the Secondary Platform Sync column.

  • A Secondary Platform is the platform that each user uses with less frequency or perhaps not at all.

    • Eg. If a user’s primary platform is Zoom Team Chat, their secondary platform may be Microsoft Teams, Slack, or Webex.

  • TIP #1 : If your end user's Secondary Platform is Slack, encourage them to close the Slack app while chatting to minimize notifications.

  • TIP #2 : If your end user's secondary platform is Microsoft Teams and they maintain full Teams accounts, instruct them to turn off notifications to declutter their workplace.

Click the [Platform] 🔁 button under the Secondary Platform Sync column to begin syncing a user's accounts.

Depending on whether the user has an account on their Secondary Platform, one of several messages may appear. Confirm your selection in the pop-up that appears.

For more information on each type of sync, please refer to our User Sync Overview article.

Step 4

If a user has an existing account on their Secondary Platform, they should sign in to their Primary Platform and find the message from the Mio app and finish the syncing process.

If the user does not have an existing account on their Secondary Platform, you are finished once the 🔁 sync icon turns into a ✔️ check mark.

Congratulations! You have successfully synced your users. They will now be able to send cross-platform direct messages to anyone in your organization that is also synced.


User Sync statuses

After pressing the Sync icon, you may notice that the icon next to each platform name changes. You can find out what these symbols mean by hovering over the information icon next to the Sync Status column title.

  • A green check mark indicates a successful sync. This user can now successfully send cross-platform direct messages.

  • An orange clock indicates that the sync is pending. The user has been prompted to sync their secondary platform; once they allow Mio access to perform the sync, this symbol will become a green check mark.

  • A red triangle indicates that the sync has failed. Please re-attempt User Sync.

  • A circular arrow indicates that the sync has not been created. Click this icon to sync this user.


Other User Sync options

Hover over the three-dot icon to the right of each user for further options. Here, Mio will give you the choice to:

  • Reset user: break all syncs and reset the user's Primary and Secondary Platforms. You are free to re-sync the user's platforms if desired.

  • Reprompt user: send another prompt to end users who did not follow the Mio bot's initial instructions. These permissions are necessary for cross-platform DMs to work.

  • Remove user: break all syncs and remove this user from the Mio database.


Auto Sync

Mio offers Auto Sync to keep your user list up-to-date. Rather than manually updating every user who leaves or joins a team, Mio subscribes to Active Directory groups and updates users accordingly.

Learn more about Auto Sync here.


Next steps

If you haven't already, you can also sync channels across platforms.

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