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Required System Settings
Before you can use the FTPS Managed User Import you will need to have it set up on your system.
However, OPS-COM requires that our clients provide a couple of settings for the Import to work properly.
The first setting that is required for the import to work is found under under System Config followed by -> Classic System Settings. 
From this window make sure that you have supplied a Reply-to Admin Email Address.
This is the email that receives all alerts and emails across the system. 
The second setting is found under System Config , System -> System Settings followed by Third Party.
From there you want to make sure that you have supplied a Failed import Import Email under the CSV User Import options.
This is the email that will be sent a file of all users that have receive the failed to be importedimport message.
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This message file will include information about the user as well as why the user failed to be imported. This will allow you to correct any failures and attempt the import again. |
Importing Users
OPS-COM will supply you with your FTP credentials which points directly credentials. These credentials will connect your SFTP/FTPS client to the folder where you drop you files to be imported.After you have connected using FTP the import file will be stored on the server.
If you connect with a standard client, you will see an empty directory where you will can drag and drop your import files.
FTP
ExampleManual Process
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The bak folder will not exist the first time you go to upload your files. This folder is automatically generated once the import has been completed and contains all of the previously imported files. |
A system task is set to run at 5 minute intervals. There may be a pause of up to 5 minutes for the import process to complete. Once completed the file will be automatically moved to the bak folder. This folder is created as part of the import process if the folder does not exist. |
To begin drop a comma separated (CSV) file from your computer to the server. The system task can be set to run in intervals of minutes. This can be set to 1 minute or 5 minutes for example. so you will need to wait for the import to complete
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| Please note that the your CSV file must follow the required format to be processed correctly. |
Once the import has been completed the file will be moved to the the bak folder.
An email will also be generated containing users that failed to be imported in a .csv file. This the import, and it will be sent to the email that we have set up in our System Settings. 
You should be able to download the generated .csv file and review why these users failed to be imported into the system.
ExampleThe email will describe the reasons that users failed the import.
Example User Import File
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