Configuring Basic User Sync add-on

The Basic User Sync add-on has a configuration panel where you can set the important sync options for your users.

These settings name and describe the CSV file that you upload for processing, and provides configurable options for the users that are created.

You need at least Manage Community permissions to configure the Basic User Sync add-on.

To configure the Basic User Sync add-on:

  1. In the Jive user interface, go to Your avatar > Add-Ons.
  2. On the All Add-ons tab, find the Basic User Sync add-on in the list and click Gear icon > Settings next to it.
  3. Click Configure Now.
  4. Configure the options, described in Basic User Sync add-on properties, which tell the add-on how to process your CSV files.
  5. Click Save and Activate to save the settings.

Basic User Sync add-on properties

Property Description
Filename (required) The filename that the Basic User Sync add-on must process from the SFTP server.
User lookup method (required) The user lookup method is the piece of data used to find and update users in your Jive system. If the user is not found, it is created in Jive. The user lookup method looks at the first column of your CSV file and should be set to a username, email address, or external ID.
Check "Sync is enabled" (required) The sync must be enabled here for the process to run. If you do not want the process to run, clear this check box.
Federate users Select this check box if you would like users to be added or updated as federated users. Federated users are users that exist in an external system to Jive, such as Active Directory or LDAP.
CSV column headers present Check the CSV column headers present if you have the first row of your CSV file set to column names. If there are no column names and only user data, clear this check box.
Set the custom profile fields (in the order they appear in your CSV file) For details on how to format the data, see Creating and uploading CSV file for Basic User Sync.
Enter any email addresses that need to be alerted to successes and failures of the sync process on the right-hand side For more information, see Monitoring email reports from Basic User Sync add-on.