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HomeUser Details Upload

Description

The User Details Upload feature lets you upload a CSV file containing user attributes, which can overwrite or merge with existing data pulled from Entra ID (formerly Azure Active Directory), Google Directory, or the User Details Editor. You can also export a CSV of your current user information. Data uploaded through a CSV file is not affected by synchronization with Microsoft or Google. The uploaded data will remain unchanged until you update it manually.

How to access it

To access User Details Upload:
  1. From the header bar, select the cogwheel icon to open the Settings menu, then select Sender Management.
  2. Navigate to the User Details Upload section.

Using the User Details Upload

You can upload a CSV to completely replace any existing data with only what is in the CSV, or you can upload a CSV to update or add to existing data.

Select an option below to view the related instructions:

Overwriting your user data

This removes all current user data, including any data updated by individual users via the User Details Editor, and replaces it with the data in the CSV you upload.

To overwrite the CSV file:

  1. Create or edit your CSV file to contain all relevant users and user details. Confirm that your CSV meets the following requirements for validation rules:
      • The CSV must contain only individual users. You cannot import groups, group memberships, and domains.
      • The first CSV column must be Email.
      • Column headers must start with a letter followed by alphanumeric characters. Only . and _ special characters are allowed.
      • Max file size: 150MB
      • Max Columns: 100
      • Max Field Length: 255
      • Max Value Length: 256
      • [Optional] The User ID can be specified as ID or ObjectID. If it is not specified, then Email will be used instead.
      • [Optional] The Display Name can be specified as DisplayName or FullName. If it is not specified, then Email will be used instead.
  2. In the User Details Upload, select Overwrite All.
  3. Select the Proceed with Overwrite All checkbox to confirm that you wish to continue.
  4. In the file explorer, locate and select your CSV file and select Open.
    The Authorization in Progress message is displayed.
    Once the overwrite all procedure has been successful, the Export Existing Successful message is displayed.

Updating existing user data

This adds new or extra data to the exisitng data. The new data in your CSV is merged with any existing data. If your CSV contains changes to existing data, only that data is overwritten.

To merge the CSV file:

  1. Create or edit your CSV file to contain the relevant users and user details to update. Confirm that your CSV meets the following requirements for validation rules:

      • The CSV must contain only individual users. You cannot import groups, group memberships, and domains.
      • The first CSV column must be Email.
      • Column headers must match the column headers for your existing data. Any mismatches will be treated as new columns.
      • New column headers must start with a letter followed by alphanumeric characters. Only . and _ special characters are allowed.
      • Max file size: 150MB
      • Max Columns: 100
      • Max Field Length: 255
      • Max Value Length: 256
      • [Optional] The User ID can be specified as ID or ObjectID. If it is not specified, then Email will be used instead.
      • [Optional] The Display Name can be specified as DisplayName or FullName. If it is not specified, then Email will be used instead.
  2. Select Update Existing to import a CSV file.
    The Open window is displayed.
  3. In the file explorer, locate and select your CSV file, then select Open.
    The Authorization in Progress message is displayed.
    Once the update existing procedure has been successful, the Update Existing Successful message is displayed.

Exporting your user data

This exports current user data to a CSV file.

To export user data:

  1. Select Export Existing. The CSV file is downloaded to your device.

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