Importing Users from CSV Files
You can copy users from an external directory or user base into Crowd via a CSV (comma-separated values) file. There are two phases involved:
- Export your existing users and their group memberships from your external directory into a CSV file or files.
- Import the users, groups and group memberships into a Crowd directory from the CSV files.
The CSV importer is available with Crowd 1.1.1 and later.
How the CSV Importer Handles Data
The CSV Importer adds to the Crowd directory, but does not update or delete existing information:
- If the Username already exists in Crowd, the CSV Importer does not overwrite the information for that user even if the Username exists in the CSV file with different user information.
- The CSV Importer does not remove users from Crowd.
- If your 'Group Membership' CSV file contains additional group(s) for a user, the additional group(s) and group membership(s) will be imported.
- Existing group memberships will not be changed or removed.
Preparing the CSV import directory
Starting from Crowd 4.2.4 and 4.3.5, any CSV files that you want to import to Crowd must be added to the
import directory. You need to create this directory manually and make it readable to the user that is running Crowd.
To create the
- Go to your Crowd shared home directory.
- Create a directory and name it
- Add the CSV files to this directory.
Here's an example, just to show you the hierarchy:
Preparing your CSV Files
You will need:
- a CSV file containing user information, and
- optionally, another CSV file containing group memberships.
Attached are simple examples of the CSV files:
The CSV Importer's 'File Mappings' screen allows you to match the CSV fields to Crowd's User and Group fields.
Formatting and location of the CSV files:
The CSV files must be on the local drive (e.g. C:) of the Crowd server. If you're using Crowd 4.2.4, 4.3.5, or newer, CSV files must additionally be placed within the 'import' subdirectory of the shared Crowd home.
The CSV Importer does not support custom attributes. The supported attributes are shown in the drop-down lists on the 'File Mappings' screen.
The first row in each CSV file must be a header row. The CSV Importer will not import the information in the first row. The information in the first row is displayed in the column labeled 'CSV Header Row' on the 'File Mappings' screen
The fields in the CSV file must be separated by a single-character delimiter. The CSV Importer's 'Configuration' screen lets you tell Crowd which delimiter you have used.
You will need to decide whether to import your passwords into Crowd. And if you do import the passwords, you must choose to import them as either encrypted or clear text. Check the password encryption in the directory you are exporting users from, and compare it with the encryption method of the Crowd directory you want to import the users into. You can use Crowd's Directory Browser to view the directory's configuration details, including the encryption method. The CSV Importer's 'Configuration' screen lets you tell the CSV Importer whether to encrypt the passwords.
To export information from your user directory into a CSV file:
- Export the users from your external user directory or database into a CSV file. Your directory or user base should have an option to allow you to do this.
- If you want to copy your existing group memberships into Crowd, export the groups and group memberships into another CSV file.
Importing the CSV Files into Crowd
Once you have prepared your CSV file(s), you can import the users and groups into a Crowd directory.
To import users and groups from CSV files:
- Log in to the Crowd Administration Console.
- In the top navigation bar, click Users.
This will display the User Browser.
- Click Import Users.
- In the Import type screen, select CSV Importer and click Next.
- Enter the details of the CSV files as described in 'Configuring the CSV Importer' and click Continue.
- Configuring the CSV Importer
- Mapping CSV Fields to Crowd Fields
- Confirming the CSV Importer Configuration
- Viewing the Results of the Import
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