Text file | Create Office 365 Guest Users rule – Cayosoft Help Center

Rule description

This rule queries the specified text file data source that is in a comma-separated variable format (CSV) and provisions new Office 365 guests accounts according to the Action section settings.

Note: CSV-file should be in UTF-8 format in case of using letters with an accent: á, ä, é, í, ö, ü and etc.

When to use this rule

Use this rule when you need to perform bulk Office 365 guests accounts provisioning into Microsoft Office 365.

This rule requires a source text file in the comma-separated variable format (CSV). You can use the template CSV file provided with the rule, or create a file in Microsoft Excel and export as CSV.

To use a template CSV file:

In the Query section, click the [...] button next to Select Data Source setting
Open Templates folder
Select Create Office 365 Users - Template CSV file
Click Open

The Query source text file requires the following CSV (comma separated value) format:

FirstName,LastName, InviteEmailAddress
Joe,Smith,joe@domain.com
Kelly,Jones,kelly@domain.com

Rule Settings

Query Section

Setting name	Description
Select Data Source	Specifies the text file to be imported. The […] button allows the user to browse for the file and the Create/Edit button allows the creation or editing of the existing file in the built-in Data Source editor.
More Options
Filter CSV Data	This setting specifies the filter that can remove data rows from the imported text file that satisfies the specific condition.
Properties to display	This setting specifies the columns that will be displayed during Preview and in the output file.
Initialization Script
Script	For example, you can use PowerShell script to copy datasource CSV file from one place to another or to generate a CSV file with data from some external system.

Action Section

Setting name	Description
Account
InviteEmail	The Email address to which the invitation is sent. If the Data Source contains a field named InviteEmail, do nothing. Otherwise, use the Selector button to choose a field from the Data Source.
First Name (FirstName)	If the Data Source contains a field named FirstName, do nothing. Otherwise, use the Selector button to choose a field from the Data Source.
Last Name (LastName)	If the Data Source contains a field named LastName, do nothing. Otherwise, use the Selector button to choose a field from the Data Source.
Display Name	If the Data Source contains fields named FirstName and LastName, do nothing. Otherwise, use the Selector button to select a field from the Data Source.
Settings
Usage location	Specify the usage location.
Account status	Specify invited guest user account status.
Send invite	Specify if to send an invitation email to the invited guest user.
Personal message	You can specify a personal message that will be sent to the invited guest user.
Redirect URL	The URL to which the invited user is forwarded after accepting the invitation.
Organization
Office Job Title (Title) Department	Specify a static text value or use the Selector button to choose a field from the Data Source.
Contact Info
Country Office Phone Mobile Phone Street Address City State Postal Code Fax Alternate email	Specify a static text value or use the Selector button to choose a field from the Data Source.

Output Section

This section defines the output format of this rule.

To get more information about this section, please see the Output section article.

Enforce/Schedule section

This section defines the schedule for how often to run the rule.

To get more information about this section, please see the Enforce/Schedule section article.

Change History

Version	Notes
7.2.0	The rule is introduced in the product.

Articles in this section

Text file | Create Office 365 Guest Users rule