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Manual Sync of a CSV File
- 14 Jan 2024
- 1 Minute to read
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Manual Sync of a CSV File
- Updated on 14 Jan 2024
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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Manual Sync of CSV File
- Go to the Signatures drop down menu, and click "Compliance"
- On the left side of the screen, look for "Sync Tools" options and click on it
- Click "Choose File"
- Ensure the spreadsheet is a CSV file type!
- Check that the CSV file columns match your signature fields names exactly
[[+]]
name:
title:
phone:
mobile:
[[+]]
"username" must always be the first column. The username is the string of text before the "@domain.com" in an email address.
Example: The username for jane.doe@opensense.com is "jane.doe" - After selecting your CSV file, click "Sync CSV"
- When the sync has finished running, refresh your browser
- New data will now be displayed 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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