User Details Upload

Description

You can easily upload user attributes to overwrite the existing data that is read from the Azure Active Directory/Google Directory.

If you want individual users to edit their own contact details, then please see how users can manage their contact details. 

If you want to make edits at a larger scale, then User Details Upload via CSV is the recommended option.

How to access it?

To access the User Details Upload option:  

1. From the left-hand pane, click Configuration, then select Manage User Data.
   
   NOTES:
   - Once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription - the following options are available:  Manage User Data, Manage Mail Flow, Outlook Signatures and Exchange On-Premises. 
   
   - Once you have successfully configured your Exclaimer Cloud - Signatures for Google Workspace subscription - the following options are available:  Manage User Data, Manage Mail Flow and Gmail Signatures. 
2. In the right-hand pane, under User Details Upload, are all the relevant options.
   
   
   
   
   NOTE: If the User Details Upload functionality has not been enabled for your subscription, a message will be displayed:
   

   

   Please contact the Exclaimer Sales team to enable this functionality for your subscription.

Uploading User Contact Details 

To override the existing Azure AD data, the following options are available:

OVERWRITE ALL 

• This will overwrite all existing data for the tenant; this means any previously uploaded data will be replaced with the new data.
• This will overwrite any data updated by individual users via the Manage your contact details screen.
  
• The current data will be automatically downloaded to the Downloads folder and can be used to restore to the previous state if required. 
• This option helps in retaining only valid users within the tenant. 
  Example: In some situations, the CSV upload file can contain email addresses that don't exist in the AD; the email addresses could have been mistyped, or they don't correspond to a real person. So, the Import full option helps remove users previously added by CSV imports and retains only valid users. 

UPDATE EXISTING

• This will merge the existing data with the (updated) uploaded CSV file.
  
  You don't have to export the existing CSV file and make changes to import it again - you can import only the users and fields you wish to update. 
  Please note: You can only import users. You cannot import groups, group memberships and domains.  
  
  For example:
  Let's assume your existing CSV file consists of the following user attributes:
  
  
  And you wish to update the 'Department' attribute for only user, Tom.
  
  To do this, you can perform a partial import using a CSV which contains only the user's email address and the attribute(s) you wish to update.
  For example:
  
  
  The existing CSV file data will be merged with the (updated) uploaded CSV file.
  Your CSV file will now look similar to this:
  

EXPORT EXISTING 

• This will export user-entered details to a CSV file.
  If you are updating the contact details for many users, then we recommend you use the Export option. 
  The CSV file exported can also be treated as a template for users to get started quickly if there is no override data. The headers are pre-populated with the list of fields in the tenant, and the first column is pre-populated with emails.