Update employee data from a CSV file

Updating employee data from a CSV file

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The system supports efficient updating of missing employee data through the option of downloading a report on the current state of the database, then completing it and re-importing it in the same format, resulting in an updated employee database for use in signatures.

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“Download report” gives you the entire employee file in CSV format, which includes not only main addresses but also a list of aliases used. If you decide to import data using a CSV file (due to missing data), it is best to start with the ‘Download report’ function to complete the employee data in the generated file.

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We recommend working with the downloaded file, e.g. using Google Sheets, and saving it again in the same format (.csv) to speed up the import and update of employee data. The file automatically contains all the necessary columns, including those assigned as additional data fields in Settings - Employee data.

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The layout of the downloaded report complies with the requirements of the gSiganture application. If you already have a completed report file, import it into the system using the CSV import function (Open import wizard). During the import, you can decide whether the data should be automatically updated and installed in signatures (automatic reinstallation of e-mail signatures for those who already have signatures implemented) or only saved in the application in employee files.

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Tip: In the file, you can edit all fields that are editable in the application on the employee's file. Based on the CSV file, you cannot edit the first and last name, email address, and excluded from e-mail signatures status.

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“Open import wizard” - allows us to independently import employee data directly into the gSignature application from a CSV file.

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Once the data is imported, the updates will automatically appear in the individual employee's file under the “Employees” tab.

“Sync Google” - This option is used when we want to manually sync data from Google Workspace to gSignature, e.g. at the very beginning of using the system to download employee data from Google Workspace immediately after integration.

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If in the Settings in the “Advanced” tab we have the option “Overwrite data by Google sync” checked, then when downloading by “Google Sync” the data in the employee files will be overwritten with new data, if any appeared in Google Workspace.  https://app.gsignature.com/settings/advanced

‍Remember: It is not possible to set a default status in email signature templates if there is no Google sync, to prevent the signatures for all addresses from being mistakenly added during the first sync with Google.

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