Context and objective

  • Proxyclick offers different options to synchronize the Active Directory; LDAP, third-party solutions such as OneLogin or Okta
  • However, some companies prefer to push the user profiles to our server using a custom daily automatic csv file
  • This can be done if you are on a Large or Enterprise plan. As some development is needed on our side, we may also need to charge project costs depending on the complexity of the synchronization
  • This article explains how the synchronization works and what needs to be done to get started

 

Description

  • Every day, your company would send via sftp to Proxyclick a csv file containing the following columns: email, first name, last name of the users. Many companies also add the mobile number
  • Proxyclick retrieves the file from the sftp server and transforms it into a JSON file using a custom mapping. Below a typical mapping

 

Column Type Format Notes
Email Mandatory Email ·         Will be mapped with field “Email” in Proxyclick

·         Must be unique

·         Must be correctly formatted as an email

·         Serves as unique identifier and as username (in case host needs to log in)

First Name Mandatory Text ·         Will be mapped with field “First Name” in Proxyclick
Last Name Mandatory Text ·         Will be mapped with field “Last Name” in Proxyclick
Mobile phone Optional E.164 ·         Will be mapped with field “Mobile phone” in Proxyclick

·         Enables popular text notifications

·         Format must be E164. If not, entire process will stop. E164 definition and examples

·         If needed, mobile phone can be added manually in Proxyclick later if needed (but then 1-by-1

 

Notes

  • Some other columns can be added upon request (eg Direct phone)
  • Please let us know if you need to manage users across multiple Proxyclick locations. This can be done.

 

Proposed timing and next steps

Please contact us at support@proxyclick.com if you’re interested to set up such a synchronization. Ideally, please attach a sample csv file. Thank you!

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