User Sync

The users within Starmind should be kept up to date. There are multiple reasons this is recommended:

  • Users which left the company are no longer identified as experts
  • All users attributes are up to date for the calculation of KPI's
  • Users which left the company are marked accordingly in the application

To keep the user base up to date there are multiple options. Eighter you can manage them manually within the application or you can use an automated approach. Starmind recommends using an automated approach, to reduce the efforts and increase the quality of the sync.

CSV-Usersync (via SFTP)

Starmind supports synchronizing users via a CSV file which is uploaded to an SFTP server. This file should include the external user id. You can find out which ID is used on your instance in the admin section of Starmind. Go to "User management" and choose your user. On the bottom, in the "Sign-In" section you can see the external ID. This ID is used to identify the user for the sync. Provide this value as a unique id or external id in the CSV file.

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Starmind supports two different Modes for the sync:

Sync Mode

The sync mode will do the following:

  • create a new user if there are no users within Starmind with a matching email address/ unique id
  • update the user properties in case there is a user found within Starmind (with a matching email address/ unique id)
  • delete/ deactivate all users that are within Starmind but not in the input file.

The file needs to include all the attributes of the users which exist on Starmind. You can find an example file under the following link: sync.csv

Clean-up mode

In this mode, all users that are not on the list will be removed.

The clean-up mode will do the following:

  • delete/ deactivate all users that are within Starmind but not in the input file.