---
title: "How to use the Opensense Pusher (classic UI)"
slug: "how-to-use-the-opensense-pusher"
description: "Classic UI: push plain text signature blocks to users by email or into Gmail, Outlook Web, Salesforce, or Outreach. Prepare the CSV, preview, and push."
updated: 2024-01-16T18:42:43.000Z
canonical: "https://help.opensense.com/docs/how-to-use-the-opensense-pusher"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use the Opensense Pusher (classic UI)

:::note[Classic UI]
This article covers the classic Opensense UI. For the New UI, see [How to use the Pusher tool](https://help.opensense.com/docs/how-to-use-pusher).
:::

## Overview

Opensense Pusher is a deployment tool that pushes each user's custom plain text signature block to them, either in a notification email, or directly into an integrated email app such as Outreach, Gmail, Outlook Web, or Salesforce. You choose the plain text signature block, upload a CSV file of employee contact information, and push.

For help, contact [help@opensense.com](mailto:help@opensense.com).

## Preparing your spreadsheet


### From directory information

1. Sign in to the Opensense portal, and select **Users & Compliance** in the **Signatures** menu.
2. In the **Search** section on the left, click **Export** (the button shows the number of users, for example **Export 53**).
3. Optional: to narrow the export, use the filters under **Advanced Options**.

When you upload this file in step 2 of the Pusher, the Pusher identifies the directory fields in it.

<div class="kb-media-carousel" data-kb-media-carousel aria-label="Exporting users from Users and Compliance">
  <div class="kb-media-carousel__viewport">
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/usepusher1-446c8cf89e21.png" alt="Search panel in Users and Compliance with the Export 53 button highlighted" width="463" height="527" loading="lazy" decoding="async"></div><figcaption><strong>Export</strong> · In the Search section</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/usepusher2-3345ed1c3eed.png" alt="Advanced Options panel with filters, including Google countries and Google groups to include or exclude" width="459" height="825" loading="lazy" decoding="async"></div><figcaption><strong>Advanced Options</strong> · Filter the export</figcaption></figure>
  </div>
</div>


### From a new CSV file

Format the CSV file like this:

- Column A, row 1 is always `username`. The username is everything before the @ in the person's email address. Make all of column A lowercase.
- The other column headers must match the field names in your plain text block exactly, character for character. For example, the `title` field in your plain text block is the `title` column header in your CSV.
- The data merges with the signature template exactly as it is formatted in the CSV, so formatting matters. For example, `tori scharadin` and `Tori Scharadin` show differently.

![Spreadsheet with the columns username, name, title, phone, email, and mobile, and one row of example data](https://help.opensense.com/media/usepusher3-778788a50ea5.png)


## Pushing signatures

:::caution[Pushing deploys signatures]
Pushing sends signatures to your users. Check the preview before you push.
:::


### Step 1: Choose the signature template

1. Sign in to the Opensense portal, and select **Pusher** in the **Signatures** menu.
2. In **1. Signature Template**, select the signature to roll out.
3. For a standard push, leave **Banner Only** and **Push Visual** cleared.

![Signature Template step with the Banner Only and Push Visual boxes, the defaultsignature template selected, and its signature block template](https://help.opensense.com/media/usepusher4-dc52c50bd696.png)

<dl class="kb-insights-summary">
  <div><dt>Banner Only (uncommon)</dt><dd>Adds only a banner to existing signatures. This can cause inconsistent formatting, and very few customers with specific needs use it.</dd></div>
  <div><dt>Push Visual (uncommon)</dt><dd>Shows a graphic signature in the compose window for individual users. Users can no longer edit their information, and new signature designs don't update automatically.</dd></div>
</dl>


### Step 2: Upload the CSV file

1. Click **Choose File**, and upload the CSV file with employee information.

![Enter merge data or upload CSV step with the Choose File button, the CSV data, and a CSV looks good message](https://help.opensense.com/media/usepusher5-003f47336904.png)


### Step 3: Preview and push

1. Check the preview of each person's signature.
2. Push the signatures to one of these destinations:


<dl class="kb-insights-summary">
  <div><dt>Email</dt><dd>Sends each person an email with their custom plain text signature block. They copy and paste it into the signature settings of any email client.</dd></div>
  <div><dt>Google</dt><dd>Pushes signatures automatically to each person's Gmail account. Users open a new Gmail window or refresh to see the change. Users don't need to do anything else.</dd></div>
  <div><dt>Outlook Web</dt><dd>Pushes signatures automatically to each person's Outlook on the web (OWA) account. Users don't need to do anything.</dd></div>
  <div><dt>Salesforce</dt><dd>Pushes signatures automatically to each person's Salesforce account. Users don't need to do anything.</dd></div>
  <div><dt>Outreach</dt><dd>Pushes signatures automatically to each person's Outreach account. Users don't need to do anything.</dd></div>
</dl>

:::note[Integration required]
Pushing directly to Google, Outlook Web, Salesforce, or Outreach needs an integration. Contact [help@opensense.com](mailto:help@opensense.com).
:::

<div class="kb-media-carousel" data-kb-media-carousel aria-label="Preview and push">
  <div class="kb-media-carousel__viewport">
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/usepusher6-4301940af5d1.png" alt="Preview and Push step showing one person's filled-in signature block, with To Google and To Email buttons" width="1072" height="672" loading="lazy" decoding="async"></div><figcaption><strong>Preview</strong> · Check each signature</figcaption></figure>
    <figure class="kb-media-frame"><div class="kb-media-frame__visual"><img src="https://help.opensense.com/media/usepusher7-10b8d5fb8983.png" alt="Preview and Push step with an arrow pointing to the To Google and To Email push buttons" width="1072" height="672" loading="lazy" decoding="async"></div><figcaption><strong>Push</strong> · Choose a destination</figcaption></figure>
  </div>
</div>

## What's next

- [How to use the Pusher tool](https://help.opensense.com/docs/how-to-use-pusher): the Pusher in the New UI.
- [Exporting a Pusher CSV from Compliance (classic UI)](https://help.opensense.com/docs/exporting-a-pusher-csv-from-compliance): export your user data for a push.