From 542f0b803d5381fd6ce33ccbd58e53528eb3aa35 Mon Sep 17 00:00:00 2001 From: Sven Aas Date: Wed, 27 Sep 2023 15:32:45 -0400 Subject: [PATCH 1/5] Add starting point template for Pages/Zendesk sync --- .../ISSUE_TEMPLATE/pages-3-zendesk-sync.md | 19 +++++++++++++++++++ 1 file changed, 19 insertions(+) create mode 100644 .github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md diff --git a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md new file mode 100644 index 0000000..1926e71 --- /dev/null +++ b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md @@ -0,0 +1,19 @@ +--- +name: Run Pages/Zendesk user, role, and org sync +title: "Run [month] [year] Pages/Zendesk user, role, and org sync" +about: INTERNAL ONLY schedule pages/zendesk syncs +labels: '' +assignees: '' +--- + +Monthly review to make sure cloud.gov Pages users, orgs, and roles are accurately reflected in Zendesk. + +# Pages/Zendesk user, role, and org sync + +## Acceptance criteria + +- [ ] Orgs in Zendesk match current Pages orgs +- [ ] Org users in Zendesk match current Pages partners users, including + - [ ] Org assignments + - [ ] Roles (org manager or not) + - [ ] Names and emails From 3324034030796445b6c6a7f8399ddedb0e78eb4f Mon Sep 17 00:00:00 2001 From: Sven Aas <12150+svenaas@users.noreply.github.com> Date: Fri, 6 Oct 2023 10:47:11 -0400 Subject: [PATCH 2/5] Add steps for CSV export from Pages Admin --- .github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md | 11 +++++++++++ 1 file changed, 11 insertions(+) diff --git a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md index 1926e71..5674225 100644 --- a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md +++ b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md @@ -10,6 +10,16 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel # Pages/Zendesk user, role, and org sync +## Export organization, user, and role information from Pages Admin + +- In Pages Admin, navigate to the Reports section +- View the Organizations report, and download a CSV export +- View the Users report, and download a CSV export + +## Prepare and import CSV data into ZenDesk + +- _TO DO_ + ## Acceptance criteria - [ ] Orgs in Zendesk match current Pages orgs @@ -17,3 +27,4 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel - [ ] Org assignments - [ ] Roles (org manager or not) - [ ] Names and emails + From bc11ce94b8ac98255b26e02b7016d36fa14bdbf0 Mon Sep 17 00:00:00 2001 From: Ephraim-G Date: Fri, 6 Oct 2023 13:28:55 -0400 Subject: [PATCH 3/5] add templating language --- .../ISSUE_TEMPLATE/pages-3-zendesk-sync.md | 24 ++++++++++++++++++- 1 file changed, 23 insertions(+), 1 deletion(-) diff --git a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md index 5674225..d9c7acc 100644 --- a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md +++ b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md @@ -18,7 +18,29 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel ## Prepare and import CSV data into ZenDesk -- _TO DO_ +### Organization Import + +*Important! The Organinzations report needs to be impored first otherwise users being added in the Users report to new organizations which don't yet exist in Zendesk will cause the job to fail* + +- Download and open the CSV export in Google sheets for editing purposes +- In the header of the first column rename "Organizations" to "names" +- In the header of the second column rename "Agency" to "details" +- Save the sheet as an CSV +- Navigate to the Zendesk admin center +- In the left hand panel locate "Bulk actions" and choose "Import organizations" +- A import job report will be sent to your .gov inbox where you can view if the job was successful/unsuccesful + +### User Import + +- Download and open the CSV export in Google sheets for editing purposes +- Delete all columns besides "Email" "Organizations" "Name" "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 +- Navigate to the Zendesk admin center +- In the left hand panel locate "Bulk actions" and choose "Import organizations" +- A import job report will be sent to your .gov inbox where you can view if the job was successful/unsuccesful + + ## Acceptance criteria From f766e62066c67d0f36a6e31bb292657c0475d76e Mon Sep 17 00:00:00 2001 From: Sven Aas <12150+svenaas@users.noreply.github.com> Date: Fri, 6 Oct 2023 15:07:53 -0400 Subject: [PATCH 4/5] Copyediting --- .../ISSUE_TEMPLATE/pages-3-zendesk-sync.md | 21 ++++++++----------- 1 file changed, 9 insertions(+), 12 deletions(-) diff --git a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md index d9c7acc..fb44ba1 100644 --- a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md +++ b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md @@ -16,31 +16,29 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel - View the Organizations report, and download a CSV export - View the Users report, and download a CSV export -## Prepare and import CSV data into ZenDesk +## Prepare and import CSV data into Zendesk ### Organization Import -*Important! The Organinzations report needs to be impored first otherwise users being added in the Users report to new organizations which don't yet exist in Zendesk will cause the job to fail* +*Important! The Organinzations report needs to be imported first otherwise users being added in the Users report to new organizations which don't yet exist in Zendesk will cause the job to fail* -- Download and open the CSV export in Google sheets for editing purposes +- Download and open the CSV export in Google Sheets for editing purposes - In the header of the first column rename "Organizations" to "names" - In the header of the second column rename "Agency" to "details" - Save the sheet as an CSV - Navigate to the Zendesk admin center -- In the left hand panel locate "Bulk actions" and choose "Import organizations" -- A import job report will be sent to your .gov inbox where you can view if the job was successful/unsuccesful +- 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 ### User Import -- Download and open the CSV export in Google sheets for editing purposes +- Download and open the CSV export in Google Sheets for editing purposes - Delete all columns besides "Email" "Organizations" "Name" "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 - Navigate to the Zendesk admin center -- In the left hand panel locate "Bulk actions" and choose "Import organizations" -- A import job report will be sent to your .gov inbox where you can view if the job was successful/unsuccesful - - +- 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 ## Acceptance criteria @@ -48,5 +46,4 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel - [ ] Org users in Zendesk match current Pages partners users, including - [ ] Org assignments - [ ] Roles (org manager or not) - - [ ] Names and emails - + - [ ] Names and emails From 0a9276c2df26bd11f4a5337ecc2a71951c51f3a6 Mon Sep 17 00:00:00 2001 From: Sven Aas <12150+svenaas@users.noreply.github.com> Date: Fri, 6 Oct 2023 16:09:22 -0400 Subject: [PATCH 5/5] Fixed typo --- .github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md index fb44ba1..832941f 100644 --- a/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md +++ b/.github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md @@ -20,7 +20,7 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel ### Organization Import -*Important! The Organinzations report needs to be imported first otherwise users being added in the Users report to new organizations which don't yet exist in Zendesk will cause the job to fail* +*Important! The Organizations report needs to be imported first otherwise users being added in the Users report to new organizations which don't yet exist in Zendesk will cause the job to fail* - Download and open the CSV export in Google Sheets for editing purposes - In the header of the first column rename "Organizations" to "names"