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Exporting a Pusher CSV from Compliance (classic UI)

Overview

Section titled “Overview”

To push the Opensense signature to employees in bulk from your directory data, you need a CSV file in the right format. You can export employee data from the Opensense Compliance page.

Exporting the CSV

Section titled “Exporting the CSV”
  1. Sign in to the Opensense platform.
  2. Open the Signatures menu, and select Compliance.
  3. Check that the employee profile fields in Compliance are the ones you want in your signature design, such as name, title, and phone, and that the data is correct. To spot-check an employee, search for their email address.
  4. Clear the search bar, then click Export (the button shows the number of users, for example Export 43) to download a CSV of all users and their information.
  5. Open the CSV, and highlight all columns from column B up to the column with the Hubspot header.
  6. Use the CSV in the Pusher to push signatures in bulk. See How to use the Opensense Pusher (classic UI). To push to only some users, delete the rows of users who are not part of the push.
Classic Opensense menu with Signatures open and Compliance highlighted
Open Compliance · Signatures menu
Compliance search panel with part of an email address entered, showing 1 of 44 users and an Export 1 button
Spot-check · Search by email address
Employee profile fields in Compliance: name, title, mobile, email, disclaimer, and phone, with their values
Check the fields · Profile data in Compliance
Compliance search panel with the search cleared, showing 43 of 44 users and the Export 43 button
Export · Search cleared, all users

What’s next

Section titled “What’s next”
Screenshot preview

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