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Specify Active Users report for Pages/Zendesk monthly sync #2805

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Dec 7, 2023
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Specify Active Users report for Pages/Zendesk monthly sync #2805

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4 changes: 2 additions & 2 deletions .github/ISSUE_TEMPLATE/pages-3-zendesk-sync.md
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Expand Up @@ -14,7 +14,7 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel

- 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
- View the Active Users report, and download a CSV export

## Prepare and import CSV data into Zendesk

Expand All @@ -32,7 +32,7 @@ Monthly review to make sure cloud.gov Pages users, orgs, and roles are accuratel

### User Import

- Download and Import the Users CSV into Google Sheets for editing purposes
- Download and Import the Active Users CSV into Google Sheets for editing purposes
- For "Seperator type" keep it unchanged from "Detect automatically"
- Delete the columns "Created" and "Last Signed In"
- Delete all of the content in "ID"
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