User imports and syncs via the Studio using the CSV files help you keep user data in your Staffbase platform up-to-date. This method is also known as manual user management via CSV import, which differentiates it from the automatic CSV import that uses the CSV Import API to manage the syncs. The user interface in the Studio offers a convenient alternative to automatic CSV imports for the administrators to manage the user base using CSV imports.
Start by uploading your CSV to the Staffbase platform, where it will be saved as a draft. Next, you can adjust the import settings and map the file columns to the platform's user profile fields. Before finalizing the import, you can preview the expected outcomes, like how many users will be added, removed, or updated. Learn more.
Benefits of User Import and Sync
The overview page provides a central location to perform all functions associated with the import, such as:
- New import
- Start import
- View preview
- Edit settings
- Edit mapping
- Delete a file
- Import Status
- Imported By
- Date of Import
- Number of users whose data is updated
This feature enhances user experience by enabling multiple administrators to prepare a file for import in draft mode, simultaneously allowing previews and mapping adjustments. Administrators can multitask in the Studio during the import, as navigating away won't interrupt the process. The import status can be monitored anytime, providing clear insight into whether an import is in progress or completed.
The user import and sync not only covers basic functionalities, such as creating, updating, and managing user data for all users, but it also includes a range of advanced features, such as:
- Create, update, and manage user data for a subset of users.
- Map data in columns to respective profile fields.
- Generate recovery codes.
- Preview the mapping and edit settings and mapping before the actual import.
- Increased stability that allows you to rely on your imports to run smoothly.
- Allows large file imports without having to worry about the file size.
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