There are several ways to import users to itopia CAS so they can be sent to cloud. Once they are sent to cloud, their accounts are created in AD.
This guide describes few different ways to easily import a number of users at once and save time and work.
Using Discovery tool to create users
When user runs PC Discovery, user details such as name, email address, phone number, location and department are automatically saved in itopia - Users module under the CATALOG section.
Network discovery discovers all the users in the domain and saves them in itopia Catalog in the portal.
Import users from Catalog
After running the discovery, the users collected by the tool are saved in the Catalog under Users module (see screenshot above).
To send these users to cloud your deployment must be integrated with Google and on Cloud. To import the users from catalog and send them to cloud, go to Cloud Desktops section and hover your mouse over the green + sign on the right.
Select "import from catalog" option.
Bulk user import
You can import users in bulk from the Users module.
Hover over the green + sign on the right and select "Import from Excel" option
First download the excel template
After downloading the template, fill in all the mandatory fields (those with a star) for the users you want to import.
No special characters are allowed in the file. Phone numbers should be input without parenthesis and spaces.
Extension field is not a mandatory.
Once the file is complete, save it and import it clicking on "SELECT FILE" button
After importing the file, you'll get the list of users displayed.
If there are any errors with users, you'll see a red triangle next to the username. Normally the alert is displayed if there are missing fields or unallowed special characters in the user details (e.g. Pat O’Leary)
You can edit user details clicking on the pencil icon.
When there's no more red triangle alerts in the list, you can save it and import the users.
Manual User creation
In users module click on the green + sign to add a user manually.
Importing users through integration
itopia offers a couple of integrations: Zendesk and ConnectWise that allow you to import users from a ticketing tool to itopia.
In both cases, first make sure that the integration is set up and the deployment is exported to ConnectWise or Zendesk. You can see the setup in details when clicking on the pencil icon in Deployment dashboard.:
Note: We showed an example of ConnecWise integration but the steps are the same for Zendesk integration as well.
In the bottom of client details window you can create the client with ConnecWise or you'll see that the client is already created:
As the next step, go to Users module under Cloud Desktops section and hover your mouse over the green plus sign. Select "import users from ConnectWise":
You will match itopia CAS user fields with ConnectWise user fields and finish the import.
Note: if there are no users appearing when trying to import them from Connectwise, make sure that the company has users in the "Contacts" section of your Connectwise - that's where our tool is pulling the users from.