Andrew,
There are some bulk user import limitations. You can create and update users using the .csv import feature. https://help.mypurecloud.com/articles/add-people-csv-file-import/
- When you update existing users with a .csv import, Genesys Cloud adds roles and queues but does not replace or remove them.
If you are having difficulty with the bulk process, you may want to look at leverage the GC Azure Provisioning that feature.
Security groups can be setup in Azure which will represent roles and groups for auto assignment and provisioning. Once you go thru the setup of all the groups and custom attributes. All you have to do is make sure a new hire or existing user is added to an AD Group and when they sign into GC, they'll will automatically get all roles, groups, skills, and queues that go along with that security group. Anytime you need to change something on an account, you just change it on the AD side and it should reflect in GC after their next sign-in.
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Carlos Albor
Senior Principal PS Consultant
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Original Message:
Sent: 11-10-2023 04:12
From: Andrew Lewis
Subject: Agent export / Import
Bulk updating users is a task that should be so simple, instead Genesys make it into a nightmare. We use another telephone product and you download a spreadsheet, update the details and upload. Job done. Genesys are so far behind on the simple things.
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Andrew Lewis
Health Management Ltd
Original Message:
Sent: 11-09-2023 15:09
From: Jose Carlos Albor
Subject: Agent export / Import
Hi Israel,
You will first want to query this API endpoint to get the user details. [GET /api/v2/users](https://developer.genesys.cloud/useragentman/users/#get-api-v2-users)
You can then loop thru the initial response and add your code logic to make your email changes for-each $.result.email field using this API endpoint. [PATCH /api/v2/users/{userId}](https://developer.genesys.cloud/useragentman/users/#patch-api-v2-users--userId-)
If you want to delete certain accounts, you can create new array of user objects that you want to delete from the initial response. You can do this using this API endpoint. [DELETE /api/v2/users/{userId}](https://developer.genesys.cloud/useragentman/users/#delete-api-v2-users--userId-)
Important note: You will not be able to permanently expunge user accounts from Genesys Cloud. Doing so could result in orphaning all records previously associated with a expunged user. When you use the [DELETE /api/v2/users/{userId}] endpoint, the accounts simply no longer appear in the Genesys Cloud User Interface > Admin Menu > People & Permissions > People page list. You will be able to find the delete accounts by using the [GET /api/v2/users] endpoint with either of the two expand parameter below...
- State = Any (active, inactive, deleted)
- "/api/v2/users?pageSize=500&pageNumber=1&sortOrder=descending&state=any"
- State = Deleted
- "/api/v2/users?pageSize=500&pageNumber=1&sortOrder=descending&state=deleted"
Keep in mind the [GET /api/v2/users] endpoint has pagination, so if you have more than 500 users in your system. The response $.result.total will be greater than max pageSize of 500. You will need to invoke a Do{This Code}Until($.result.entities.count -IsGreaterThanOrEqualTo $.result.total)
I hope this helps you.
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Carlos Albor
Senior Principal PS Consultant
Original Message:
Sent: 11-09-2023 12:23
From: Israel Chavez
Subject: Agent export / Import
We need to setup a new SSO provider as well as move over to a new domain, which requires we update the email address for each agent. What would be the best way to update agent accounts with the new email address? Is there a way to export agent accounts to excel to update it and then import it back into Cloud CX? Also, is it possible to delete a large number of agent accounts?
Thank you in advance for your help
#Unsure/Other
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Israel Chavez
Aramark Services Inc.
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