Skip to content

Commit

Permalink
update import user instructions
Browse files Browse the repository at this point in the history
  • Loading branch information
Ephraim-G committed Oct 19, 2023
1 parent e01a3fe commit 545ac18
Showing 1 changed file with 23 additions and 3 deletions.
26 changes: 23 additions & 3 deletions .github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md
Original file line number Diff line number Diff line change
Expand Up @@ -32,14 +32,34 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel

### User Import

- Download and open the CSV export in Google Sheets for editing purposes
- Delete all columns besides "Email" "Organizations" "Name" "Details"
- Download and Import the Users CSV into Google Sheets for editing purposes
- For "Sperator type" keep it unchanged from "Detect automatically"
- Delete the columns "Created" and "Last Signed In"
- Delete all of the content in "ID"
- The remaning colums should be "ID", "Email", "Organizations" and "Details"
*The "Name" and "Email" fields are required for importing new users, without them the entire job will fail*
- Save the sheet as an CSV

- Copy and paste the entire "Email" column into the blank column (A)
- Rename the header to "Name" from "Email"
- Utilize the "Find and replace" function by hitting command + shift + H
- In search choose "Specific range" from the dropdown and specify A:A as the range parameter
- In "Find" specify all email addresses that need to be replaced and leave "Replaced with" null
(ie. Find:@gsa.gov Replace with: )
- This will remove all the email address from the names under the "Name" header making it easier to format for importing purposes
- Replace all "." with an " ," there is a space then comma
(ie. pages.user -> pages, user)
- Save the sheet as a CSV
- Navigate to the Zendesk admin center
- In the lefthand panel locate "Bulk actions" and choose "Import organizations"
- An import job report will be sent to your .gov inbox where you can view if the job was successful/unsuccesful

**Note** In the csv you will notice a number of users emails towards the bottom which do not have the organization or details field associated with them and will consequently result as failures in the report results as such

```"X users failed","Error message"
"Unknown row descriptor","Name: is too short (minimum one character)"
```
This can be disregarded.

## Acceptance criteria

- [ ] Orgs in Zendesk match current Pages orgs
Expand Down

0 comments on commit 545ac18

Please sign in to comment.