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- Get a CSV file that contains the user information from a location of your choice (usually a secure URL on your web server or Dual Code's secure FTP server)
- Add, update or suspend the user records in the learning environment based on the information in the CSV file (usually once a day or once a week)
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- The CSV file must be available from a web URL . For or a secure FTP server. If using a web URL, for security reasons, the folder(s) containing the CSV file(s) should be password protected using HTTP Basic authentication. We also recommend that the you enable SSL and restrict HTTP requests to specific IP addresses that will be provided to you during the implementation.
- The first row in the CSV file will contain the name of the columns exactly as they are defined in the Uploading Users page. Any deviation in the name of the columns will result in a failure since the learning environment will not know which user profile field you are trying to update.
- The next rows in the CSV file will contain the user information that needs to be imported in the learning environment (one row per user)
- The “username” column is the primary key used to match the users from the CSV file to the user record in the learning environment.
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Dual Code will need the following information in order to complete the configuration of the CSV file integration.
Method 1 - Secure FTP
- Public Key: The public key that you generated for SSH purposes
- Time: The time when you'd like us to run the synchronization script (ex: 3:00am)
- Frequency: The frequency for which you'd like us to run the synchronization script (ex: 1 hour, 1 day, 1 week)
For more information on generating the public key, please read Generating a Private/Public Key.
Method 2 - Secure Web URL
- URL: The URL of the file (ex: https://mywebserver.com/users.csv)
- Username: The username that will allow us to authenticate to your web server via HTTP Basic authentication (ex: dualcode)
- Password: The password that will allow us to authenticate to your web server via HTTP Basic authentication (ex: mypassword)
- Encoding: The encoding of the CSV file (ex: UTF-8)
- Time: The time when you'd like us to run the synchronization script (ex: 3:00am)
- Frequency: The frequency for which you'd like us to run the synchronization script (ex: 1 hour, 1 day, 1 week)
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