BBIS User Import process

Harry Frank

I am working on setting up an automated process for importing new users into BBIS from BBCRM and setting their roles. I am able to set roles automatically every day using the Standard Role refresh process when the role is tied to an ad-hoc query, but I am having trouble with importing users.

I have found the setting for scheduling the import process run every day.

And I have found the location for setting up an import process to get picked up by the daily scheduled task:

But it seems like each one of these Imports are a one time use process. Is there a way to set this up to fetch an export file daily of users to import? I'd like to be able to allow a user in CRM to curate a selection of users to feed to an export process that then feeds into this User Import process that is scheduled to run daily. That way we don't need to grant that user Supervisor rights in BBIS to manage this set of users.

Any thoughts?

Tony Forrest

Harry Frank:

I am working on setting up an automated process for importing new users into BBIS from BBCRM and setting their roles. I am able to set roles automatically every day using the Standard Role refresh process when the role is tied to an ad-hoc query, but I am having trouble with importing users.

I have found the setting for scheduling the import process run every day.

And I have found the location for setting up an import process to get picked up by the daily scheduled task:

But it seems like each one of these Imports are a one time use process. Is there a way to set this up to fetch an export file daily of users to import? I'd like to be able to allow a user in CRM to curate a selection of users to feed to an export process that then feeds into this User Import process that is scheduled to run daily. That way we don't need to grant that user Supervisor rights in BBIS to manage this set of users.

Any thoughts?

Harry, we have been running BBIS for over a year, and using menus there is not a way that I have found. We are researching api to see if it is possible

Joseph Styons

Hi Harry,

What rules do you use for the created BBIS user name? I have a solution that lets you add bbis users one at a time from within CRM*. But adding them in bulk would require some knowledge in advance of how to determine their user name.

*

Chris Kastner

@Harry Frank
Pretty sure the user import ‘schedule’ is just there to tell it when to run the import file process… I have no idea why this is a scheduled job, when you have to individually create the import processes. Just a confusing setup to me, you need to create the import then go and adjust the schedule so it actually imports (and you can only set it to 15 minute increments)…

There is a user creation web service endpoint (in this PDF) that could work - but would have to be something you build out somewhere to leverage.

Would be feasible to also build out a CRM customisation that could run from a query/selection of constituents and provide a username and linked account to those users… similar to what Joseph has done but a bulk loading option (using the same API endpoints)