Manual Sync of a CSV File

Updated 7 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!

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