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Help Document
CSV as a data source for automations
ADManager Plus enables administrators to streamline identity management tasks through automation capabilities. One of the most flexible ways to provide data for these automations is by integrating CSV files or folders as a data source. This way, admins can leverage CSV files or directories that support exporting identity data as CSV files for automating various AD, Microsoft 365, and other identity management tasks.
There are two ways in which you can add CSVs and use them as a data source for automations:
- By directly specifying the CSV file or folder path
- By integrating the CSV as an application through the product's Application Integrations section.
What is the difference between a CSV file/folder added directly and one that is integrated as an application?
| When the CSV file or folder path is provided directly | When the CSV file or folder is integrated as an app |
|---|---|
During automation configuration, if you choose:
For example, if the previous automation contained 5 lines and the current file contains 10 lines, only records 6 through 10 will be processed. Hence, users must add new records only at the end of the CSV file. |
During automation configuration, if you choose:
|
| It's mandatory for the CSV header names to match with the Active Directory LDAP attributes. | It's not mandatory for the CSV header names to match with the Active Directory LDAP attributes as they can be mapped later. |
| The option to filter the data before it's used for automation is not supported. | Advanced filter to view the desired attributes is supported. |
| When the same object's record appears in more than one CSV file:
The values will be processed for automation based on the alphabetical order of the records. |
When the same object's record exists in multiple CSV files:
|
Steps to provide the CSV file or folder path directly as a data source
- Log in to ADManager Plus.
- Navigate to Automation > Create New Automation.
- Under the Tasks to automate section, while selecting Data Source for automations, click Direct CSV and enter the CSV file or folder path.
Steps to integrate CSV as an application in ADManager Plus
- Log in to ADManager Plus.
- In the home page, navigate to Directory/Application Settings > Application Integrations > CSV.
- Toggle the Enable CSV Integration button on.
- Under the CSV Files section, click Add CSV.
- You can add as many CSV file or folder paths as required. After adding each of the CSV file/folder paths, press enter.
- You can click the
icon and change the data type of CSV headers, if required. - Now, under the CSV Header-LDAP Attribute Mapping section, click Add New Configuration and follow the steps outlined below to map the AD LDAP attributes with the CSV Headers
- In the Configuration Name field, provide a valid name.
- Add a suitable description in the Description field.
- In the Select CSV drop-down, choose the CSV file whose headers will be mapped with the AD LDAP attributes.
- In the Unique Key drop-down, select the attribute which holds unique values based on which the objects from the endpoint would be identified.
- Select the type of automation from the Automation Category drop-down.
- In the Attribute Mapping section, map the CSV headers with the LDAP attributes.
- templateName: Specifies the name of the template that can be used for user, computer, group, contact creation, and user modification.
- executionTime: Specifies the execution time for each object for non-template-based actions.
- Once done, click Save.
Note: Headers in the CSV file must not exceed 150 characters. Any headers exceeding this limit will not be saved or displayed.
Note: The following custom attributes can be used during mapping and are supported across all external data source integrations along with CSV integration.