Manual Sync of a CSV File

Updated 9 months ago by Laura Goepel

Manual Sync of a CSV File

  1. Go to your “Signatures” dropdown and choose “Compliance”
  1. On the left of the page, look for the “Sync Tools” option. Click

  1. Click
  1. Ensure the spreadsheet is a CSV file type!
  2. Check that the CSV file columns match your signature field names exactly

[[+]]

name: 

title:

phone: 

mobile: 

[[+]]

“username” must always be the first column. Username is everything before the @domain.com. For example: jane.doe@opensense.com = username: jane.doe

  1. After selecting your CSV file, click
  1. When the sync has finished running, refresh the browser
  2. New data will now display in Compliance!

CSV Commands for Bulk Changes

There are a few CSV commands that allow for bulk changes. These should be added after the field name in the column header in the format: field-command

Command

Result

-locked

Locks all field data in the column (ex: title-locked)

-unlocked

Unlocks all field data in the column (ex: name-unlocked)

-nosync

Breaks the sync on all field data in the column (ex: phone-nosync)


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