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Synchronization using CSV in automatic mode

To synchronize users using CSV in automatic mode, the CSV file must be generated by the system from which the export is performed (1C for example) and saved in a local folder. After that, using the cbr-csv-sync-to-saas tool the file will be uploaded to Collaborator. The cbr-csv-sync-to-saas utility is an opensource utility, the code is available at github. To use the compiled files you need to download from the Release folder. After that set the following parameters in the file cbr-csv-to-saas.exe.config

Configuration parameters:

Field Descriprtion
file-path Full path to the CSV file on the computer where the utility will run, for example C:/tmp/users.csv
split-large-file-size The maximum number of lines after which the file will be split and downloaded in parts. The default is 0, i.e. downloads the entire file. When using this option, the portal must have "Don't block missing users on import" enabled
cbr-server Portal URL, for example http://demo.davintoo.com/
cbr-login Login of the account with Administrator rights, it is recommended to create a separate user on the portal, only for the tasks of synchronization
cbr-password Password for the account importing

After testing the tool, you need to configure it to synchronize periodically. Example for Windows Server 2012:








Synchronizing the organizational structure with the tool #

To synchronize the organizational structure using the cbr-csv-to-saas tool, generate a CSV file of the organizational structure API – Import organizational structure and run the tool with --file-path and --import-type=structure keys. For example:

cbr-csv-to-saas.exe --file-path=C:/tmp/structure.csv --import-type=structure
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