Description

You can easily upload user attributes or overwrite the existing data that is read from the Azure Active Directory.
If you want individual users to edit their own contact details, then please see how users can manage their contact details. 

If you want to make edits at a larger scale, then User Details Upload via CSV is the recommended option.

How to access it?

To access the User Details Upload option:  

1. From the left-hand pane, click Configuration then select Manage User Data.
   
   NOTE: Manage User Data, Manage Mail Flow, Outlook Signatures and Exchange On-Premises are only available once you have successfully configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription. 
2. From the right-hand pane, under User Details Upload are all the relevant options.
   
   
   
   
   NOTE: If the User Details Upload functionality has not been enabled for your subscription, a message will be displayed:
   
   Please contact the Exclaimer Sales team to enable this functionality for your subscription.

Uploading User Contact Details 

To override the existing Azure AD data, you can do a:

OVERWRITE ALL 

• This will overwrite all existing data for the tenant; this means any previously uploaded data will be replaced with the new data.
• This will overwrite any data updated by individual users via Manage your contact details screen.
  
• The current data will be automatically downloaded to the Downloads folder and can be used to restore to the previous state if required. 
• This option helps in retaining only valid users within the tenant. 
  Example: In some situations, the CSV upload file can contain email addresses that don't exist in the AD; the email addresses could have been mistyped or they don't correspond to a real person. So, the Import full option helps in removing users which were previously added by CSV imports retaining only valid users. 

UPDATE EXISTING

• This will merge the existing data with the (updated) uploaded CSV file.
  
  In this you don't have to export the existing CSV file and make changes to import it again - you can import only the users and fields that you wish to update. 
  Please note: Only users can be imported. Groups, group membership and domains cannot be imported.  
  
  For example:
  Let's assume your existing CSV file consists of the following user attributes:
  
  
  and now you wish to update Tom's details only.
  
  To do this, you perform a partial import and import a CSV file with updated Tom's details, similar to this:
  
  
  The existing CSV file data will be merged with the (updated) uploaded CSV file.
  Your CSV file will now look similar to this:
  

OR 

EXPORT EXISTING 

• This will export user entered details to a CSV file.
  If you are updating the contact details for a large number of users then we recommend you to use the Export option. 
  The CSV file exported can also be treated as a template for users to get started quickly if there is no override data. The headers are pre-populated with the list of fields in the tenant, and the first column is pre-populated with emails.

To overwrite the CSV file:

1. Click OVERWRITE ALL to overwrite a CSV file.
   
   NOTE: The OVERWRITE ALL option will overwrite all existing data for the tenant - this means any previously uploaded data will be replaced with the new data. Select Proceed with Overwrite All to confirm that you wish to continue with the Overwrite All upload.
   The Open window is displayed.
   
   
2. Navigate to the folder where the CSV file is located then select the file.
   The Authorization in Progress message is displayed.
   
   
3. Once the overwrite all procedure has been successful, the Export Existing Successful message is displayed:
   

To update the existing CSV file:

1. Click UPDATE EXISTING to import a CSV file.
   The Open window is displayed.
   
   
2. Navigate to the folder where the CSV file is located then select the file.
   The Authorization in Progress message is displayed.
   
   
3. Once the update existing procedure has been successful, the Update Existing Successful message is displayed:
   

To export the existing CSV file:

1. Click EXPORT EXISTING to export the CSV file.
   
   
2. Once the CSV file is successfully downloaded, the Export Existing Successful message is displayed:
   
   You can now edit the CSV file and as required, perform a full import (overwrite) or partial import (update existing CSV).