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Microsoft Teams: Connect your platform to OneUp

Connect your Microsoft Teams platform to OneUp using Microsoft's secure sign-in process.

Overview

This guide applies to both Microsoft Teams Phone for VoIP calls, and Microsoft Teams for video call data only.

Connect Microsoft Teams to OneUp using your Microsoft account. You'll be asked to sign in to Microsoft and approve access to your data.

🔒 You'll need a Microsoft account with permission to connect integrations.

Additional Microsoft Teams configuration

To allow OneUp to identify users correctly, you may need to update a reporting setting in Microsoft 365 Admin Centre.

  1. Open Microsoft 365 Admin Centre.

  2. Go to SettingsOrg SettingsServices.

  3. Select Reports.

  4. Uncheck:

    Display concealed user, group, and site names in all reports

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  5. Save your changes.

📌 If this setting remains enabled, Microsoft will hide user information in reporting data and OneUp won't be able to identify your users correctly.

What next?

Choose the option that applies to you:

  • If you're onboarding with an Implementation Engineer, you'll receive a connection link after your first call with us. They'll also ask you to complete the Microsoft 365 Admin Centre steps above.

  • If you're using our self-serve setup flow, you'll be prompted to connect Microsoft Teams after selecting it from the list of available integrations. You'll also need to complete the Microsoft 365 Admin Centre steps above.

  • If you're reconnecting an existing integration, check that the Microsoft 365 Admin Centre setting above is already configured, then follow the steps below.

Reconnecting Microsoft Teams

  1. In OneUp, click the Settings icon next to your profile picture and select Platform Settings.

  2. Select Integrations in the left-hand menu.

  3. Find Microsoft Teams and click the 🔒 icon.

  4. Click Connect.

  5. Sign in using your Microsoft Teams account when prompted.

  6. Approve access to your Microsoft Teams data.

Check the connection

Once connected:

  • The integration status will show as Authenticated.

  • Data will begin syncing into OneUp.

  • Microsoft Teams activity will start appearing throughout the platform.

  • Users will be identified correctly once the reporting setting above has been updated.

Troubleshooting ✨

I can't sign in to Microsoft Teams

Make sure you're using a Microsoft account with permission to connect integrations.

I don't have permission to connect Microsoft Teams

Some organisations restrict who can approve integrations. Contact your Microsoft administrator and ask them to complete the connection or grant the required permissions.

I connected the wrong Microsoft account

Follow the connection steps above and sign in with the correct Microsoft account.

The new connection will replace the existing one.

My connection failed

Make sure you've approved all permissions requested by Microsoft during the connection process. If the issue persists, try connecting again.

My Teams integration is connected, but there are no linked accounts available for users

Follow the Microsoft 365 Admin Centre setting steps above to allow OneUp to identify your users correctly.

My data isn't appearing in OneUp

The initial sync can take some time to complete. If the integration shows as connected but no data has appeared after 24 hours, contact our Support team.

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