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Importing from a CSV data file via an ODBC Data Source (v3, v4)

2017-05-01 10:39:27

Requirements for importing a CSV data file via an ODBC Data Source:

The CSV data file must be located on the SimpleSync server.
Your CSV data file must include an unique ID for each record.
Your Source CSV data file must include column with an SMTP email address for each record.
(In the absence of another unique ID field, the email address field may be used as the unique ID.)
You must configure an ODBC Data Source to point to the CSV data file (see below).

Three Step Process to set up connection using an ODBC Data Source

Create an ODBC data source for this CSV input file (one time set up, see instructions below).
Using the Connection Wizard, create a SimpleSync connection specifying the Source Protocol as ODBC (instead of the default LDAP).
Create a Custom Map File to define appropriate mapping from your CSV columns to destination attributes.

Please refer to the product help file (Directory Specific Configuration: ODBC) for general information on creating a connection using an ODBC (CSV) source, configuring the ODBC tab of your new connection, and configuring a Custom Map File for use with your CSV source.

How to create an ODBC Data Source that points to a CSV data file:

Create a directory on your SimpleSync server which will contain your CSV input file(s). 
Recommend c:\simplesync-v3\odbc.
Put your CSV input file in the directory. (i.e. c:\simplesync-v3\odbc\HRUsers.CSV)
Open the ODBC Data Source Administrator... From Administrator Tools, click Data Sources (ODBC)
Click the System DSN tab, then click Add.
Scroll down and select Microsoft Text Driver (*.txt, *.csv) then click Finish.
Enter a name for this new Data Source (i.e. SimpleSyncCSVInput, or name the data source after the input file i.e. HRUsers)
Unselect the Use Current Directory box, then click Select Directory.
Browse to the directory that contains the CSV file (i.e. C:\simplesync-v3\odbc), then click OK.
Click Options.
Click Define Format.
Select the input file.
If there are column headers in your CSV data file, be sure the Column Name Header box is checked.... if there are no column headers, uncheck the box.
Click Guess... Verify all columns are identified accurately.
Click OK on the Define Text Format window (Sometimes a popup error occurs "Failed to save table attributes of (null) into (null)... disregard and click OK to clear the popup.)
Click OK on the ODBC Text Setup window.
Click OK on the ODBC Data Source Administrator window.
The Data Source is now defined. The name you selected in step 6 will be used in the ODBC tab of your connection as  the Source (DSN) Name.
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