Manual Sync of a CSV File
  • 14 Jan 2024
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Manual Sync of a CSV File

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    Light
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Article summary

Manual Sync of CSV File

  1. Go to the Signatures drop down menu, and click "Compliance"
  2. On the left side of the screen, look for "Sync Tools" options and click on it
  3. Click "Choose File"
  4. Ensure the spreadsheet is a CSV file type!
  5. 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"
  6. After selecting your CSV file, click "Sync CSV"
  7. When the sync has finished running, refresh your browser
  8. 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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