netexCloud (Admin) - Import of groups and users to groups using CSV
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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
Operation | External ID | Name | Description | Parent group | lcloud | lcentral | lsocial |
Field | Mandatory | Value by default | Comments |
Operation | No | C |
The types of operation are maintained, although the meaning of the types of operation varies to match the initial idea:
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). |
External ID | Yes | The key name to be assigned to the group. | |
Name | Yes | The descriptive name we want to assign to the group. | |
Description | No | Descriptive text about the functionality of the group. | |
Parental group | No (*) | (*) In case we want to create a subgroup, we must indicate the "External ID" of the parent group. | |
lcloud | No | The netexCloud role that will be assigned to the users of the group | |
lcentral | No | The Pack LMS role that will be assigned to the users of the group. | |
lsocial | No | The 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:
Operation | Group code | Username |
Field | Mandatory | Value by default | Comments |
Operation | No | C | C: 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 Code | Yes | The external ID of the group. | |
Username | Yes | The 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: