Network Management and Administration


 

CSV/Database Integration Processing Styles

 

Overview

CivicReady offers you three types of CSV processing styles at the Network level. By default, all groups will have the same type of processing style.

Instructions

  1. Navigate to User Profile > Network Settings
    Network_Settings.png
  2. Select the Integration tab on the left-hand side
    Integration.png
  3. In the General section, you will find the three types of processing styles: 
    General.png
    • Normal processing: Automatically adds any user who is not already in the system
      • For users already in the system, it will append any additional data (such as emails or phone numbers), but will not delete existing information. Options for Deletion and Modification are noted below.
      • If a database ID is present, any data, with the exception of the primary email address, will be replaced.
    • Active Roster processing: Automatically removes members who are not in the import request
      • Any user not associated with a group will be retained.
      • You can import only your active members at a regular interval. The CivicReady database will delete anyone who is inactive (not in the most recent import). 
      • Any user who self-registers has the possibility of being removed by the Active Roster processing style. Please contact Support if you would like to protect these users. 
    • Purge processing: Overwrites the existing user data, retains only the data in the import request
      • The only exception is manually entered data via the web portal.
      • Users who belong to one or more groups, but are not in the incoming import file, will be removed from the CivicReady database. Users who do not belong to any groups, and are not included in the import, will not be deleted. 
      • Any user who self-registers has the possibility of being removed by the Purge processing style. Please contact Support if you would like to protect these users. 
  4. Select an option and scroll down to click Save
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