Importing users with I/O Tasks

Create the Connectors

Go to Admin > Settings > System Configuration > I/O TAsk

And in the "Connectors" tab create two connectors:

• connector.csv.php
• connector.formausers.php

Create the Connections

In the "connections" tab and create a "connection" for each connector, choosing from the dropdown list (1)

Once the connections are created, you will be able to edit them from this page (2)

Create a Read connection

Configure the connection to match your criteria:

Available options are pretty self-explanatory, but pay special attention to these:

• File pattern: insert the exact file name (if you are overwriting your file every time), or a pattern for the file name. (if you are uploading a new file every time, i.e. adding a timestamp to the filename like "user_list_20250731_091334.csv")
  The root folder for file exchange will always be /files/common/iofiles
  
• Fields definition method: based on your selection, in the following configuration step you will be prompted to enter the fields name, or they will be created based on a file already available in the FTP folder
• Subfolder: set a subfolder to read the file from (or to write to, in case you are using the connector to export something)

Create a Write connection

Connection Setup

As for the previous connector, available options are pretty self-explanatory, but pay special attention to these:

• Send Notify: sends the default notification with login cedentials to all the updated users

Since Forma 4.1.19 the behaviour has been fixed to send credentials only to newly registered users

• Canceled users: suspend or delete from the platform existing users that have been removed from the file

It's strongly recommended to leave this option to "suspend"

• Reset field if not set: define what to do when a record contains empty fields
  • Yes: existing user data will be cleaned
  • No: existing user data will be kept
• Use default password: set a default password for created users. Existing users passwords will be kept anyway

Select a root node for importing users

Select a root node for the import procedure: users will be imported/updated/suspended starting from the selected orgchart node

It is recommended to always set a root node for this kind of task. Do not use the orgchart root to avoid accidentally suspending administrators or other users not included in the file

Setup the Task