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Import settings and objects

Description

Soffid has the functionality that allows you to import configuration, Soffid objects, and objects from target systems from a  ZIP file. This ZIP file must be generated by the export action from another Soffid tenant.

For more information, you can visit the Export settings and objects page.

Once you pick the file to import, Soffid will display all the objects and configurations that you can load. You must select the proper objects and settings to import or enable the Load everything option. And finally, you must click the Proceed buttons to launch the import process. Once the process is finished, Soffid will display the result and allows you to download the log file.

Overview


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Configuration

Objects

Target system objects

    Standard attributes

     

    Actions

    User type query

    Add newProceed

    Allows you to create a new User type. You can choose that option onstart the hamburger menu or clicking the add button (+).

    To add a new User type it will be mandatory to fill in the required fields

    Delete

    Allows you to remove one or more User type by selecting one or more records and next clicking the button with the subtraction symbol (-).

    To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

    Import

    Allows you to upload a CSV file with the User type list to add or update User types to Soffid.

    First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and to click the Import button.

    Download CSV file

    Allows you to download a csv file with the basic information of all user types. 

    process.

    User type detail

    Apply changes

    Allows you to save the data of a new User type or to update the data of a specific User type. To save the data it will be mandatory to fill in the required fields.

    Delete

    Allows you to delete the User type. To delete a host you can click on the hamburger icon and then click the delete button (trash icon).

    Soffid will ask you for confirmation to perform that action, you could confirm or cancel the operation.

    Undo

    Allows you to undo any changes made.


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