Overview
In order to use directory data to push the Opensense signature out to employees in bulk, you will need to use a CSV that is in the correct format. Employee data can be exported out of the Opensense Compliance page.
Field mappings must be in place for a directory sync to function. Please speak with your Opensense rep or contact the Help Desk about linking your directory
Field mappings must be in place for a directory sync to function. Please speak with your Opensense rep or contact the Help Desk about linking your directory
- Login to the Opensense platform.
- Click on the Signature drop-down and choose the Compliance tab.
- Ensure employee profile fields in compliance are the fields you want to have in your signature design (name, title, phone, etc.) and data is accurate. You can easily spot-check key employee information by searching for their email address
Missing data should be updated in your directory rather than in Opensense so you are maintaining one source of truth. - With the search bar zeroed out, click "Export XX" to download a CSV of all users and their information
- Open the CSV and immediately highlight all columns from column B up to the column with the "Hubspot" header
- This CSV can now be used in the Pusher section to perform a bulk signature push (more on that here). If you only want to push to a select group, delete entire rows in the spreadsheet that contain users who are not going to be included in the push.