Import users, groups, and keywords from CSV files

  • You can import a CSV file (a file that contains comma-separated values) to your Zylinc solution to override contents of Active Directory (AD) fields, without the need to update the directory
  • You can import a CSV file to add data to your Zylinc solution, without the need to add the data to the directory

You can a searchable keywords to users after the users have been imported to your Zylinc solution from AD.

In this example, you'll create and use a CSV file to add three keywords (Sales, Marketing, and Account manager) to the user ZylincAgent1. Note that the keyword Account manager contains a space.

In this example, you are going to use SamAccountName for the mapping because it works for contacts. If you use userPrincipalName, it will not work for AD contacts.

On the Zylinc Windows Application Server:

  1. Create a new directory C:\Zylinc CSV

  2. Create a new text file C:\Zylinc CSV\SamAccountNames and keywords.csv

  3. Open the file in Notepad.

  4. Open SQL Server Management Studio, and connect to the SQL server that hosts ZyDB.

  5. Click New Query, then copy and paste the following SQL code into the query window, and replace ZyDB with the name of your ZyDB database:

    use ZyDB select 'DisplayName;SamAccountName;CommaSeparatedListOfKeywords' union select display_name + ';'+nt_account+';'  from usr as u join usr_type as ut on u.usr_type_id=ut.usr_type_id where ut.name='Person' and nt_Account<>'Administrator_0'

  6. Press CTRL+D (or click the button Results to Grid).

  7. Press F5 (or click Execute).

  8. In Results, press CTRL+A to select all the returned rows in the grid, and then make a copy of all the rows.

  9. Paste the results into the Notepad window. The results should look similar to:

    DisplayName;SamAccountName;CommaSeparatedListOfKeywords

    ZylincAgent1;ZylincAgent1;

  10. Add the keywords Sales,Marketing,Account manager to the end of the line for the relevant user, after the semicolon. The CSV file should now look like:

    DisplayName;SamAccountName;CommaSeparatedListOfKeywords

    ZylincAgent1;ZylincAgent1;Sales,Marketing,Account manager

  11. Save the CSV file.

  1. In the Administration Portal menu, select NETWORK > Directory Settings
  2. Select Import CSV keyword
  3. In Delimiter, enter ; (that’s a semicolon)
  4. Select Headers
  5. In CSV File Path, enter C:\Zylinc CSV\SamAccountNames and keywords.csv
  6. In Keyword CSV column, enter 3
  7. In Separator, enter , (that’s a comma)
  8. In DB Key CSV Column, enter 2
  9. In Key, select NT Account (NT Account means SamAccountName)
  10. Click Save
  11. Click Reinitialize

  1. Restart ZyDesk

  2. In the search field, enter account_manager

    Use an underscore when you search for a keyword that contains a space.

The search should return your user.

If the CSV keyword import doesn't work, there's a log file in the same folder as the CSV file. You can open that log file to view error messages about the import and diagnose any problems.