Fetch From URL
Synchronizing users and groups from a .csv file residing on a SFTP server
Last updated
MangoApps Administrators Guide
Synchronizing users and groups from a .csv file residing on a SFTP server
Last updated
MangoApps allows administrators to synchronize users from a .csv file residing on a Secure FTP Server (SFTP Server). This feature facilitates user addition and removal in MangoApps based on external data sources.
Click the toggle bar for Synchronize Users to enable user synchronization from an SFTP server. Users imported via Admin Portal > Users > Add Users > Fetch From URL are assigned the Network User role, regardless of their email domain.
Enter the CSV File URL
Provide the absolute path of the .csv file residing on the SFTP server for successful data fetching.
Click Download sample CSV to get a sample file to preview how your CSV should be structured. Do not modify the field names in the first row to avoid mapping errors.
When Fetched Users Already Exist in MangoApps
Select Skip existing users to retain current data.
Select Update existing users to overwrite existing data.
Email Invites for Newly Added Users
Mark the checkbox to send login credentials via email to new users.
Configure the Authentication options. This is optional.
In the Login ID, enter the login ID for the SFTP server for authentication when MangoApps tries to sync data from the .csv file.
In the Password, enter the password for the SFTP server for authentication when MangoApps tries to sync data from the .csv file.
In the AES-256 Decryption Key, enter the decryption key for the .csv file if you have encrypted the file with AES-256 Encryption for increased security.
Select preferred the sync schedule from the drop-down.
Select the Once Every Day option to automatically sync users from the .csv file once in 24 hours. OR
Select Every 12 Hours option to automatically sync users from the .csv file every 12 hours.
Save & Sync
Click Save Settings to apply configurations and test the SFTP server connection.
Click Save Settings & Force Sync Now to immediately synchronize users.
A confirmation message will appear upon successful sync.
After a successful sync, the system sends an email to the network admin who initiated the sync. Additional users can be added to this email chain by marking the check box next to Additionally send messages to specific users when fetch cycle us completed. A user look ahead field will appear for user search.
Click the toggle bar for Synchronize Groups to enable synchronization of groups and group memberships data from a .csv file residing on a server.
To enable group and membership synchronization from a CSV file on a server:
Enable Synchronization
Click the Synchronize Groups toggle to turn on group and membership synchronization.
Specify the File Locations
In the Group CSV URL field, enter the absolute URL of the CSV file containing group data.
In the Group Membership CSV URL field, enter the absolute URL of the CSV file containing group membership data.
Ensure you provide the full absolute path to each file for successful data retrieval.
Choose one of the following options to manage group memberships based on the CSV file:
Match exactly with the CSV: This option overwrites existing group memberships to match the CSV file exactly. It adds new members and removes any not listed in the CSV.
Add new members only: This option adds new members from the CSV without removing any existing members. The current group memberships remain unchanged.
Match with the CSV but retain manually added members: This option updates group memberships based on the CSV but keeps members who were manually added via the MangoApps UI. Users who were not originally added through a CSV file will not be removed.
MangoApps offers an FTP connector to automate user provisioning from the Paycom HR & payroll system.
Contact Paycom Account Manager with the following request:
"We have signed up for MangoApps and would like them to pick up a daily employee data file via SFTP. Please provide the following details: Site name, Host/IP/URL, Port, Name, Password."
Forward these details to your MangoApps Account Management Team for configuration assistance.
Q: What happens if a group in the membership CSV does not exist? A: The member assignment is skipped.
Q: What happens if a user in the membership CSV is suspended? A: The user is assigned groups but remains suspended.
Q: Does MangoApps match group names case-sensitively? A: No, group names are matched case-insensitively.
Q: How are group IDs assigned? A: Group IDs must be assigned via the groups CSV file and are not editable in the MangoApps UI.
