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This article shows app managers how to provision, de-provision, and sync user data from their HRIS system using a CSV file for any organization not yet on Fuji patch 1. If you've already upgraded to Fuji patch 1, follow the instructions here. 

CSV templates for provisioning and syncing, with all the necessary columns, are attached to the bottom of this article. When provisioning or syncing in Simpplr, app managers will select which columns they want to map from the CSV, and ensure the columns they want to map contain the appropriate data. 

• Set up CSV user provisioning/de-provisioning
• Set up CSV user data syncing
• Prepare your CSV file
• Error handling
• Links to templates

Set up CSV user provisioning/de-provisioning

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To set up CSV user provisioning:

1. Go to Manage App > People > User Provisioning.
2. Select Provisioning source > Simpplr User Services.
3. Select Create new users if provisioning. 
4. Select which fields you want to provision. First name, last name, profile, username, email, language, locale, and timezone are all required. 
5. Select which manager unique identifier you want to use. Use the selection to populate the manager_unique_identifier column in the CSV.
6. Select the default language, locale, timezone, and profile for all users. If you'd like to have a different language, locale, timezone, or profile for a specific user, you can input that data in the corresponding column of the CSV.
7. Choose whether to send password setup emails. Unless your organization uses SSO to login, you'll want to send password setup emails to users. Password setup emails will be sent from Salesforce, and will expire in 24 hours. 
8. Select Deactivate users if de-provisioning. Simpplr only needs a unique ID to de-provision users. Select which one you want to use, and populate the matching column in the CSV. 
9. Click Save.
10. If this is the first time you're setting up CSV provisioning or syncing on your intranet, you'll need to reach out Simpplr Support or Implementation with an SFTP location request. We'll generate and provide you the location info. 

select Simpplr User Services as provisioning source

if provisioning, select Create new users

select Manager's unique identifier

select Default details

choose whether to send password setup emails

if de-provisioning, select Deactivate users

Set up CSV user data syncing

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To set up CSV user data syncing:

1. Go to Manage App > People > User Syncing.
2. Select Syncing source > Simpplr User Services.
3. Select which fields you want to sync.
4. Select which unique identifier you want to use. Use the selection to populate the unique_identifier and manager_unique_identifier columns in the CSV.

5. You can add a custom field by clicking add custom field and selecting a custom field option. Each custom field option has a corresponding column in the CSV. In the modal, click on the dropdown to select from custom field options 1 - 5. Input your data in the matching custom_field_X column of the CSV.

6. Click Save. 

7. If this is the first time you're setting up CSV provisioning or syncing on your intranet, you'll need to reach out Simpplr Support or Implementation with an SFTP location request. We'll generate and provide you the location info. 

select Simpplr User Services as syncing source

select unique ID

add custom field modal

select a custom field to sync

Prepare your CSV file

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The CSV files for provisioning and syncing should contain a number of columns that can be mapped with Simpplr. During provisioning and syncing setup, app managers will select which columns they want to map (some columns are required). 

Provisioning/De-provisioning

You can download the CSV template for provisioning in this section below, which contains the following columns:

• is_to_be_provisioned (required)
• is_to_be_deprovisioned (required)
• first_name(required for provisioning)
• last_name(required for provisioning)
• about
• birthday
• job_title
• department
• division
• company
• hire_date
• manager_unique_identifier
• profile
• employee_number (required if selected for de-provisioning)
• username (required for provisioning; required if selected for de-provisioning)
• email (required for provisioning; required if selected for de-provisioning)
• phone
• phone_extension
• mobile_phone
• street
• city
• state
• country
• postal_code
• language
• locale
• timezone

CSV provisioning template (not all columns shown)

1. Name the CSV file you're provisioning from user-provisioning.csv.
2. In the CSV, make sure all users you want to provision have a 1 in the is_to_be_provisioned column, and a 0 in the is_to_be_deprovisioned column.
3. In the CSV, make sure all users you want to de-provision have a 0 in the is_to_be_provisioned column, and a 1 in the is_to_be_deprovisioned column.
4. Populate the columns you want to map, following the field format requirements in this section below.

Syncing

You can download the CSV template for syncing in this section below, which contains the following columns:

• first_name
• last_name
• about
• birthday
• job_title
• department
• division
• company
• hire_date
• manager_unique_identifier
• profile
• employee_number (required if selected)
• username (required if selected)
• email (required if selected)
• phone
• phone_extension
• mobile_phone
• street
• city
• state
• country
• postal_code

CSV syncing template (not all columns shown)

1. Name the CSV file you're syncing from user-syncing.csv.
2. Populate the columns you want to map, following the field format requirements in this section below.

CSV field format requirements

Error handling

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If there are any errors when provisioning, de-provisioning, or syncing, the app manager will receive an email with an attached error log. The error log will contain an error message and the row number in the CSV that contains the error.

error email

Error messages and explanations

Links to templates

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