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Inbound Data Sync

Many organisations use systems which enable direct single sign on through set standards. For organisations who use other systems the CLC use a method to assist with this in an attempt to standardize the process, this ensures you receive the best possible service and reliability.


Users can be automatically created, updated and removed on the system without any human interaction. Using a CSV Data Sync also means you can be on our RoadMap Cloud Network.


In order to sync learner information with the CLC we require that you place a Zipped CSV file on to our SFTP server. You will be given your own login details for the server and your files will not be visible to any other parties.


Naming convention Your file must be called UserUploadYYYYMMDD.csv Zipped in UserUploadYYYYMMDD.zip.

Formatting Your CSV must be comma delimited. Values must be enclosed with “”.

Required Fields Your CSV must contain the following headers and values for all learners: * Fields must be unique and be in order (username, email, everything else)

username*email*firstnamelastnameuniqueid
josh.willcockjwillcock@charitylearning.orgJoshWillcockS11481


Your Fields If you wish to report on learners or use the hierarchies technology, you must provide location information for the learners. Below is a sample however you can include as many fields as you require.

ismanager(1,0 for true,false)departmentsubdepartmenttitlelearninggroup
1TechnicalDevelopmentDeveloperGeneral


Processes


Updating existing users

Customer - Nightly drop of FULL CSV of all current staff and up to date fields

CLC - Import CSV in to a New User Database

CLC - Check against uniqueid + active user and update appropriate fields.

Updating existing users and deleting old users

Customer - Nightly drop of FULL CSV of all current staff and up to date fields

CLC - Import CSV in to a New User Database

CLC - Check against uniqueid + active user and update appropriate fields.

CLC - Check for users no longer in New User Database, mark as deleted, append date to username and email to make them available for a new account.

Updating existing users and suspending old users

Customer - Nightly drop of FULL CSV of all current staff and up to date fields

CLC - Import CSV in to a New User Database

CLC - Check against uniqueid + active user and update appropriate fields.

CLC - Check for users no longer in New User Database, mark as suspended - this username and email will be reactivated if re-appear in CSV.

Manage Passwords Internally

Customer - Nightly drop of FULL CSV of all current staff and up to date fields

CLC - Import CSV in to a New User Database

CLC - Check against uniqueid + active user and update appropriate fields.

CLC - Check for new users and send welcome email with login details


*Note if an account is deleted we will not reactivate due to dependancies on other fields*





J
Josh is the author of this solution article.

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