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User Details Upload

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Settings
  4. Sender Management
Payal Arya
  • Updated

Description

The User Details Upload feature allows you to upload a CSV of user attributes to overwrite or merge with the existing data that is read from the Azure Active Directory, Google Directory, or User Details Editor. You can also export a CSV of your current user data, available as a download to your device.

NOTE: This feature is only available on Standard or Pro Plans. For more information on pricing plans, see Exclaimer pricing plans.

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

NOTE: Only users with the Owner or Admin role can use this feature. For more information on roles and permissions, see User Management.

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.

We recommend! Use the Export Existing feature to download a CSV to use as a template for overwriting or updating your user data. The headers are pre-populated with the fields in the tenant, and the first column is pre-populated with current users' email addresses.

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 merges the CSV you upload with the current user data.

We recommend! Use the Export Existing feature to download a CSV to use as a template for overwriting or updating your user data. The headers are pre-populated with the fields in the tenant, and the first column is pre-populated with current users' email addresses.

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.
    Tip! When creating a CSV to merge, you can include only the users and details that need updating as long as the above validation rules are still followed.
  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.

Have you got a question? Take a look at our Frequently Asked Questions page.