SYNC-View: People

When importing data to Silverbucket it is vital to keep the structure identical to the example datasheet to ensure a flawless import:

- First row contains the names of the headers - it is not necessary to edit the first row.
- Second row in your file is where your data starts to get imported
- Columns need to be in the same exact order as in the examples
- Rows after the default structure's last column are never read / handled when importing

What data is this integration used for


- People with simple metadata

You can use this integration to import all your personnel to Silverbucket. Results can be found in People > Listing, for example.

Integration's data fields


col. A
B
C
D
Person's first name
Person's last name
Person's e-mail
Default role to be added for the person

For example the file below will integrate / create the following:

1) A person called 'Support User123' with the email 'supportuser@email.com' with a default role called '1st line support'.
2) A person called 'Supervisor Boss' with the email 'boss@email.com'. This person will receive the system's universal default role ('Project member' by default)
3) A person called 'newuser' with the email 'newuser@email.com'. This person's first name, last name are left blank. This person will receive the system's universal default role ('Project member' by default)
4) A person called 'John Johnson' with no email information. This person will receive the system's universal default role ('Project member' by default)


Rules & basic principles of this integration


Silverbucket matches rows to Silverbucket's data case-sensitively ("SilverBucket_Support" is not considered the same as "silverbucket_support").
However, matching
email fields is done case-insensitively ("Support@Silverbucket.Com" is considered the same as "support@silverbucket.com" when creating a user, for example)


If the data structure was correct, you can see the outcome in Silverbucket right after the upload. You can make sure the personnel were added by searching for them in Silverbucket or by using the People > Listing -view, for example:

Perfect way of adding new users to Silverbucket. Make sure to point them to the 'Signing in for the first time'-article if you wish for them to also log in!



people_import.xlsx 5.29 KB
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