Users with teams

When setting up the integration for importing users with teams into gospace, you'll need to map the columns from your CSV file to the appropriate user and team fields. Here's how you can set up the mapping:

User Fields:

  • User ID: Select the column from your CSV file that contains a unique identifier for each user, such as an employee ID or username.

  • Email: Select the column that contains the email address for each user.

  • First Name: Select the column that contains the first name of each user.

  • Last Name: Select the column that contains the last name of each user.

  • Occupancy Mapping ID/Host ID (Optional): If your CSV file contains a unique identifier to map between user import and occupancy data such as employee ID.

  • Active Start Date": If your CSV includes a column indicating when each user's access should start, map it to this field, this will populate within gospace AI to ensure the users account is not activated until the date set, this is useful for new starters.

  • "Active End Date": If your CSV includes a column indicating when each user's access should end, map it to this field, this will populate within gospace AI to ensure the users account is deactivated on the date set, this is useful for when you know a user is leaving the organisation.

Team Fields:

  • Team ID: Select the column from your CSV file that contains a unique identifier for each team.

  • Team Name: Select the column that contains the name of each team.

  • Allow Guests (Optional): If your CSV file includes a column indicating whether each team allows guest access, (meaning a team can be scheduled with by both users in and not in the team) select that column here.

Custom Mappings:

  • If your CSV file includes additional user or team-related fields that don't fit into the predefined fields, you can create custom mappings.

  • Click "Add Custom Mapping" to create a new row.

  • In the "gospace Field" column, select the gospace field you want to map the data to (e.g., "Default team", "User: Default location", "Team: Default location").

  • In the "Imported Field" column, select the corresponding column from your CSV file that contains the data for that field.

Filters:

  • Filters allow you to specify conditions that rows from your CSV file must meet in order to be imported.

  • To add a filter, click "Add Filter".

  • In the "Filter Key" column, select the CSV column you want to filter on (e.g., "Team Name", "Department", "User ID").

  • In the "Allowed Values" column, enter the values that the selected column must match for the row to be imported. Separate multiple values with commas.

  • For example, you could create a filter where "Department" equals "Sales" to only import users and teams from the Sales department.

Microsoft AD

When using the Microsoft AD integration, you may notice a "Team fields" option. This determines which AD collection we retrieve team data from. Not all AD organisations use groups for team data; some store this information in the users collection. The "Team fields" option is only visible if a groups collection exists in the AD connection. If not, the users collection is used for everything.

Summary

After setting up your user and team mapping and filters, review your configuration carefully to ensure everything is correct. Then, run a small test import to verify that users and teams are being created correctly in gospace based on your CSV data.

If you run into any issues or have questions, gospace support is available to help you troubleshoot and ensure your integration is set up properly.

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