netexCloud (Admin) - Import of groups and users to groups using CSV

Last modified:

To access the import from CSV, you should go to "Groups" from "Settings" and click on the "Imports" tab:

Import of groups

If we want to create or edit existing groups from the CSV file, we must click on "Import" and select the option "Import groups":

If we want to add new groups to learningCloud, we can download the "Empty CSV Template" to enter the new records or "Export Groups" to edit the fields of the groups already created:

The header format of the CSV template will be as follows

OperationExternal IDNameDescriptionParent grouplcloudlcentrallsocial

FieldMandatoryValue by defaultComments
OperationNoC
  • C: Indicates a save/create operation
  • U: The user's data is updated by merging the user's existing data with the data sent in the update operation. If blank values are reported, the fields with null values are updated.
  • D: Deletion operation
  • If an operation other than C, U or D is indicated, an error will occur indicating that the operation is not correct. If no operation is indicated, it will act as if operation C had been indicated.

The types of operation are maintained, although the meaning of the types of operation varies to match the initial idea:

  • The type of operation is indicated by a character
  • The possible operation types are:
  • Create (C): saves the object with the indicated data in the database.
    Update (U): merges the indicated data with the existing data in the DB for the object.
    Delete (D): deletes the object from the database.
    Forced: indicate in the column #enabled# false
    The default operation (if none is indicated) is the save (S).
What does this mean? Well, a D operation deletes both the columns not indicated and those indicated as empty, while a U operation keeps both the columns not indicated and those indicated as empty.

      External IDYesThe key name to be assigned to the group.
      NameYesThe descriptive name we want to assign to the group.
      DescriptionNoDescriptive text about the functionality of the group.
      Parental groupNo (*)(*) In case we want to create a subgroup, we must indicate the "External ID" of the parent group.
      lcloudNoThe netexCloud role that will be assigned to the users of the group
      lcentralNoThe Pack LMS role that will be assigned to the users of the group.
      lsocialNoThe learningSocial role that will be assigned to the users of the group.

      Once you have filled in the CSV template, all you have to do is import this file to update the groups on the platform:

      Once the file has been successfully validated, we can start the synchronisation process:

      Import the relation between users and groups

       If we want to add or remove users from the groups from the CSV file, we must click on "Import" and select the option "Import relationship of users to groups":

      If we want to add new users to the groups, we can download the "Empty CSV Template" to enter the new records or "Export user-group relations" to edit the users of the already created groups:

      The header format of the CSV template will be as follows:

      OperationGroup codeUsername
      FieldMandatoryValue by defaultComments
      OperationNoCC: Indicates a save operation
      U: A merge will be made with the user's data. Those blank fields will not be modified in the database.
      D: Deletion operation
      If an operation other than C, U or D is indicated, an error will occur indicating that the operation is not correct. If no operation is indicated, it will act as if operation C had been indicated.
      Group CodeYesThe external ID of the group.
      UsernameYesThe username we want to add to the group.

      Once you have filled in the CSV template, all you have to do is import this file to update the groups on the platform:

      Once the file has been successfully validated, we can start the synchronisation process:


      Is this article helpful for you?
      © 2021 Netex Knowledge Factory. All Rights Reserved. Disclaimer | Privacy policy | Cookie Policy.