(New) Automatic User Management via CSV Import

Automatic User imports and syncs via CSV Import API help you keep user data in your Staffbase platform up-to-date. In addition to manual CSV imports, automatic CSV imports allow you to schedule data syncs using files. The automatic CSV imports are particularly beneficial for environments where the user base changes frequently and makes manual updates on a weekly or daily basis impractical. Scheduled imports ensure data remains up to date without the need for constant manual intervention.

You can set any CSV import tasks you do manually in the Studio to run automatically on a schedule. These can be applied to all users or a subset of users.

You can monitor the progress of the CSV imports at any stage during the process. Different states indicate at which stage of import the file is. You can even queue delta imports to work in a sequence. The different import statuses are:

• DRAFT
• PREVIEW_PENDING
• CREATING_PREVIEW
• PREVIEW_READY
• IMPORT_PENDING
• IMPORTING
• COMPLETED
• CANCELLED

Some states are too short to be noticed but are still helpful for a smooth process. In a stateful CSV import process, if an interruption occurs during the import, the system can resume the import process from the last successful line by checking the state of the import process. This is especially useful for large imports. Additionally, not all states need to be followed sequentially, so that you can skip some of them. However, once the import is complete, reverting to a previous state is not possible.

The user import and sync offers all basic functionalities, such as creating, updating, and managing user data for all users, and comes with many advanced features, such as:

• Create, update, and manage user data for a subset of users — also known as the delta imports
• Generate recovery codes for users
• Send email invitations to:
  • new users
  • pending users
• Send the report of the processed CSV import to a recipient
• Preview the mapping before the import
• Edit the general configuration and mapping before the import
• Increased stability that allows your imports to run smoothly
• Allows large file imports, regardless of the file size

• Get started with the (new) CSV Import API
• CSV Import migration guide
• Use case guides:
  • Check the status of CSV Imports
  • Manage delta imports with the (new) CSV Import API