HELP FILE

How do I set up Teams Connector for my organization?

Allow users to make and receive calls in Microsoft Teams using your GoToConnect system.

Before you begin:
Restriction: This is a paid integration. Contact sales at sales@goto.com for more information.
To set up the Teams Connector, you will need the following:
  • Your organization's Office 365 Global Admin must complete the set up process.
  • You must have super admin permissions in the admin portal.
  • Teams Connector users must have secure calling disabled.
  • Microsoft Phone System license add-ons (or E5 licenses) for users.
  • One or two spare Office 365 user licenses such as Business Essentials/Premium or E1/E3/E5, for a few hours during the initial setup. An additional user will be created automatically during set up and will be deleted once set up is completed.

Create a Teams Connector Account

  1. Log in to the integrations dashboard at https://my.jive.com/integrations.
  2. If you have access to multiple systems, click General in the left sidebar and then choose the desired PBX from the drop down menu. Additional PBXs will need to be added manually.
  3. Click GoToConnect Teams Connector in the left sidebar.
  4. From #1, enter the first name, last name, and email address of the user who will manage the Teams Connector account. This is usually a super admin who is also an Office 365 Global Admin.
  5. Click Send Invite.
  6. Click the link from the email or go to https://admin.goto.team.com to open the Teams Connector dashboard.

    Note: Additional admins can be added from Account > Invite Administrative User.

Enable Microsoft Teams Sync

  1. From GoToConnect Teams Connector in the integrations dashboard, click Open dashboard from #3.
  2. From the Teams Connector dashboard, click Services from the tool bar.
  3. From Services, click Teams.
  4. Enable Enable Sync and then click Enable Service.
  5. From the new windows, sign in using your Office 365 Global Admin credentials and then enable the requested permissions.

    Result: The initial sync can take up to 15 minutes to complete. Once completed, there will be a green checkmark next to Sync Now.

  6. After completing the sync, go to the integrations dashboard and then click Verify connection from #4.

Sync Users from Microsoft Teams and GoToConnect

  1. From GoToConnect Teams Connector in the integrations dashboard, choose how you'd like to sync your users from #5.
    • Automatic sync process: Select if users have matching email addresses for Microsoft Teams and GoToConnect.
    • Manual sync process: Select if users do not have matching email addresses for Microsoft Teams and GoToConnect. If using the Manual sync process, download the CSV template, fill in the users' information, and then upload the file.
  2. Click Start to sync to automatically sync all Users awaiting connection.
    Option Description
    Available licenses Number of licenses available to new users.
    Total licenses Total number of licenses, both available and in use.
    New matching emails to sync Number of users whose Teams and GoToConnect emails match (or matches based on manual sync settings).
    Missing emails to remove Number of users whose Teams and GoToConnect emails do not match. Use the manual sync process to add these users.
    Total users after the sync Total number of Teams Connector users once sync is completed.

    Unsuccessful syncs can be diagnosed in the GoToConnect Teams Connector portal. Please contact your account or project manager for assistance in resolving unsuccessful syncs.

  3. Click Open dashboard from #6 to open the Teams Connector dashboard.
  4. Click Sync Now and then authenticate using the Office 365 Global Admin permissions.

    Result: When the registration indicator has turned green, you have successfully connected Microsoft Teams and GoToConnect.

What to do next: Open Microsoft Teams to verify that the Microsoft Teams Calls app has been added to your account and that the correct phone number is assigned to you.