07c. Synctool Excel or CSV-file sources

Introduction

Excel source files are commonly used to add Zivver user accounts and functional accounts when LDAP sources or Exchange sources are not available, or when you want to quickly manage a small subset of your organization.

Source details

  1. Enter a Source name.
    For example “Microsoft Azure Active Directory”, or “IT supplier administrator accounts”.
  2. Enter a Source description.
    For example the name of administrator who configured this Excel source.

File Selection

Excel Source File allow you to upload an .xlsx or .csv file to create and manage user accounts and functional accounts in Zivver.

Organizational Units

Organizational Units Mapping maps users and groups from your Excel source to an organizational units (OU) in Zivver.

If your organization does not use organizational units in Zivver, leave the default None or Excel selected.

How do I find out if my organization uses organizational units in Zivver?
If your organization uses organizational units in Zivver, you should have access to the Organization Units tab in Zivver. If you don’t have access, either your organization doesn’t use organizational units in Zivver, or you don’t have administrator rights.

If your organization uses organizational units in Zivver, then do one of the following:

  • If your organization uses a domain name as Organizational Unit Identifier, then fill for each user in the domain of the primary email address at the column Organizational Unit Id.
  • If your organization uses a custom Organizational Unit Identifier, then fill for each user in the custom identifier at the column Organizational Unit Id.
How do I find out if Domain or Custom OU Identifier should be used?
You can check the Organizational Unit Identifier by browsing to the Organization Units tab in Zivver, clicking on one of the OU’s present and edit edit the Organizational Unit. You will see the identifier in a popup under Organization Unit Identifier.

Merge Settings

Use Source Merge Settings to choose what Synctool should do if distinct sources (e.g. an LDAP source and Excel source) contain identical entries.

If currently selected source is the first source in the Source Overview then no merge settings are available.

  • Overwrite
    Objects found in the currently selected source overwrite duplicate objects from previous sources.
  • Ignore
    Objects found in the currently selected source are overwritten by duplicate objects from previous sources.
  • Conflict
    Prompt the admin to resolve duplicates before synchronizing.

Data Preview

Source Data Preview (Excel) allows you to preview all user accounts and functional accounts found in your Excel or CSV source.

Click Load the data now to get a preview of all user accounts and functional accounts found in your Excel or CSV source.

Next steps

If the data preview is returned as you would expect, you can either configure another source, or go to Syncing.

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