TimeZest agents sync their profiles to all integrations (PSA, Microsoft 365, Zoom, HubSpot, and BambooHR) by way of their email address. The email address in their PSA profile, Microsoft 365 account, etc. must be exactly the same as their email address in TimeZest.

If their email address does match and their profile is still not connecting, toggle the blue button between enabled and disabled to have TimeZest attempt to sync the profiles together again.

The user's email address must be in the same Microsoft 365 tenant as the one that was connected during setup.

The user's email address must be in the same Zoom tenant as the one that was connected during setup.

If the suggestion still does not work for you, start a chat session with us by going to the yellow chatbot on the lower right of the screen when you are in the TimeZest app.