Use Cases
The use cases described below apply if you have SyncGene Enterprise plan only.
Specific CSV Use Cases
In this case, account is created using email address. 2 sources are added to the account - Google workspace source and regular Exchange account. Synchronization direction is set to synchronize one-way to Exchange account (set on 4th and 5th columns).
Columns summary:
- Column header Account-Email means account will be created with e-mail type login (member will use his/her email address as a method of a login instead of logging in with a Google/Facebook account).
- Column header Source-Google-cirasync.com indicates to add synchronization source from Google Workspace domain "cirasync.com".
- Column header Source-Exchange indicates to add an Exchange synchronization source.
- Column header Source-Exchange-Rights indicates to set Exchange synchronization synchronization permissions (to configue synchronziation direction). In this example Exchange is set to only receive data.
- Column header Source-Google-cirasync.com-Rights indicates to set a specific Google workspace synchronization permissions (to configure synchronization direction). In this example Google workspace cirasync.com account is set to send and receive data.
Download CSV example here.
Account is created using email address and Microsoft 365 account "Acme Corporation" (both can be used to login to account). 2 sources are added to the account - Google workspace source and regular Exchange account. Synchronization direction is not specified, so synchronization will be two-way.
Columns summary:
- Column header Account-Office365-Acme Corporation indicates account will be created with Office365 type login.
- Column header Account-Email indicates account will be created with e-mail type login (member can use his/her email address as a method of a login instead of logging in with a Google/Facebook account).
- Column header Source-Office365-Acme Corporation indicates to add synchronization source from Microsoft 365 domain "Acme Corporation".
- Column header Source-Google indicates to add a Google synchronization source.
Download CSV example here.
Account is created using email address and Microsoft 365 account "Acme Corporation" (both can be used to login to account). 2 sources are added to the account - Google workspace source "cirasync.com" and Microsoft 365 "Acme Corporation" account. Synchronization direction is set to synchronize one-way from Google Workspace to Microsoft 365 account (set on 5th and 6th columns).
Columns summary:
- Column header Account-Office365-Acme Corporation indicates account will be created with Microsoft 365 type login.
- Column header Account-Email indicates account will be created with e-mail type login (member can use his/her email address as a method of a login instead of logging in with a Google/Facebook account).
- Column header Source-Google-cirasync.com indicates to add a Google Workspace synchronization source from domain "cirasync.com".
- Column header Source-Office365-Acme Corporation indicates to add synchronization source from Microsoft 365 domain "Acme Corporation".
- Column header Source-Google-cirasync.com-Rights indicates to set a specific Google workspace "cirasync.com" synchronization permissions (to configure synchronization direction). In this example Google workspace cirasync.com account is set to send and receive data.
- Column header Source-Office365-Acme Corporation-Rights indicates to set a specific Microsoft 365 "Acme Corporation" synchronization permissions (to configue synchronziation direction). In this example Microsoft 365 account is set to only receive data.
Download CSV example here.
Account is created using email address and Microsoft 365 account "Acme Corporation" (both can be used to login to account). 2 sources are added to the account - Google workspace "cirasync.com" source and "Acme Corporation" Microsoft 365 source. Synchronization direction is not specified, so synchronization will be two-way.
Columns summary:
- Column header Account-Office365-Acme Corporation indicates account will be created with Microsoft 365 type login.
- Column header Account-Email indicates account will be created with e-mail type login (member can use his/her email address as a method of a login instead of logging in with a Google/Facebook account).
- Column header Source-Google-cirasync.com indicates to add a Google Workspace synchronization source from domain "cirasync.com".
- Column header Source-Office365-Acme Corporation indicates that to add synchronization source from Microsoft 365 domain "Acme Corporation".
Download CSV example here.
General Configuration
In case you have 2 sources (Google Workspace, Microsoft 365, Exchange) with admin privileges:
- You must configure both sources on SyncGene multi-user configuration page.
- Once accounts are configured you must create a CSV file as described on CSV configuration guide.CSV file must contain the account type (Google, Exchange) and source type in its header with a company name (e.g. "Source-Google-ImaginaryCompanyName"). Company name of your enterprise account can be found on the account that you've added on step 1.
- When CSV file is prepared you can upload it on add members page. Your users will not be required to login anywhere as you have provided access from admin accounts.
In case you have 1 or 0 sources (Google Workspace, Microsoft 365, Exchange) with admin privileges:
- In case you have at least 1 source with admin access both sources on SyncGene multi-user configuration page.
- CSV file must contain the account type (Google, Exchange) and source type in its header with a company name (e.g. "Source-Google-ImaginaryCompanyName") for accounts that you configured with admin privilleges. Company name of your enterprise account can be found on the account that you've added on step 1.
- For accounts (Google, Microsoft 365, Exchange, iCloud) that you do not have admin access for add a header without company name (e.g. "Source-Google). User accounts will receive a link where they must login and provide access to their accounts data (calendar/contacts/tasks) to SyncGene.
You find more information about CSV file creation on CSV configuration guide. - When CSV file is prepared you can upload it on add members page. Your users will not be required to login anywhere as you have provided access from admin accounts.