Importing Groups & Users into Crowd via CSV Import

[Matt Underwood]

Hi,

I need to import a list of Groups and associated users into the Crowd via a CSV import.

I can find documentation on importing Users but how do import the Groups? I will need to specify / add an SLA and a Calendar to each Group and then link the Users that have been imported to a Group.

Can anyone help?

Thanks,

Matt.

[Bruno Vincent]

Hi @Matt Underwood

The documentation is the same for users and groups. In fact you import users and group memberships at the same time.

In Crowd's console, select the Users tab then click on Import users > CSV importer. Then you have to provide a CSV file containing your users and a CSV file containing the group memberships. When a new group is found in the CSV file containing the group memberships, it will automatically be added to your directory.

As per the documentation, here are

• an example of user CSV file
• an example of group memberships CSV file

Hope this helps.

[Matt Underwood]

Hi @Bruno Vincent

Many thanks for getting back to me.

Perhaps we are using Crowd in a way it wasn't designed for. We use the Group tab to add our clients Company name. For example 'ACME Corp Ltd'. This appears as the (Service Desk) Organisation in JIRA.

We then add the individual employees of these Companies as Users. These appear as 'Reporters' in JIRA.

When importing via CSV I want to be able to import the Company names so they appears under Groups and the employees so that they appear under Users. The important thing is that they are linked to each other. So the employees are Direct Members of the Group.

Does that make sense?

Many thanks,

Matt.

[Bruno Vincent]

Hi @Matt Underwood

Well, yes it does... as far as I understand 😉

Let's suppose that you have two companies, 'FooCompany' and 'BarCompany'. Let's also suppose that 'John Doe' and 'Jane Doe' belong to 'FooCompany' and 'John Smith' belongs to 'BarCompany'.

You will need to create example_users.csv with the following content:

Username,First Name,Last Name,Email Address,Password
john.doe,John,Doe,john.doe@foo.com,strongpassword
jane.doe,Jane,Doe,jane.doe@foo.com,anotherstrongpassword
john.smith,John,Smith,john.smith@bar.com,yetanotherstrongpassword

AND example_groups.csv with the following content:

Username,Groupname
john.doe,FooCompany
jane.doe,FooCompany
john.smith,BarCompany

Then follow the instructions of my first post!😊

[Matt Underwood]

Hi Bruno,

Once again many thanks for getting back to me and for providing me with such a detailed response.

I will create the csv files in the manner you have suggested and give it a go. 

I will need to co-ordinate this through my IT team so I will probably have to wait a while for it to be actioned but I will be sure to report back how I got on.

Many thanks for your help so far. :)

Cheers,

Matt.

[Bruno Vincent]

You're welcome @Matt Underwood

I hope this works the way you actually expected to!

[Matt Underwood]

Me too! :)