This article explains how to import and synchronize users in SMARTFENSE using a CSV file hosted on a remote FTP server. This is the appropriate option when you need to automate periodic synchronization without manual intervention.
Before using this functionality, it is mandatory to read How to Import Users from a CSV File, which details the correct file structure.
Accessing the Configuration
- Create the CSV file with the structure defined in the CSV import article.
- Go to Users and Groups > Import and Synchronization > From CSV File in Remote FTP.
- Press Save. The platform enables the Server Data, User Data, and Data of CSV file to import sections.
Connecting to the FTP Server
Fill in the FTP server details where the file is hosted:
- Server: name or IP address of the FTP server.
- Port: port through which SMARTFENSE establishes the connection.
- Use TLS: defines whether the connection is made through a secure channel.
It is recommended to always select Yes for Use TLS, since the file contains private user data.
Authentication to the Server
Enter the FTP user credentials with read permissions for the file:
- User: name of the user authorized to log in to the FTP server.
- Password: password corresponding to the configured user.
File Location
Specify the absolute path within the FTP server where the CSV file is located.
Example on Linux systems:
/importaciones/usuarios.csv
Example on Windows systems:
C:\importaciones\usuarios.csv
Validate the Connection
Once all fields are completed, press Check Connection. The platform validates:
- Connectivity between SMARTFENSE and the FTP server.
- FTP user access credentials.
- Availability of the CSV file at the specified path.
Proceed with the import or enable periodic synchronization only after a successful validation.
General Clarifications
- If no language is specified, the user is created with the language of the administrator viewing the screen.
- Users in the CSV who do not exist in SMARTFENSE will be created.
- Users who already exist will be updated.
- If no username is specified, it is generated from the email.
- Users can be activated or deactivated from the CSV.
- If the manager's email indicated in the CSV does not correspond to an existing user in SMARTFENSE, it will not be saved.
💡 Best Practices
- Validate the CSV file manually before automating the process via FTP.
- Use the Download Sample CSV button to get a file with the proper import format.
- Always enable Use TLS to protect users' sensitive information.
- Verify that the file path is absolute and accessible by the configured FTP user.
- Run Check Connection whenever there is a change in the server, credentials, or file location.