An ongoing user provisioning is crucial in order to make sure all and only relevant users exist in the system with the correct profile information, permissions and more.
We recommend performing this on daily/weekly basis for continuous updates.
The preferred user provisioning method is SCIM, but in in case it's not doable by the customer, Qmarkets also supports doing it via CSV file.
Users’ information would be sent via a CSV file generated by your organization and delivered to the application via a secured SFTP directory.
The file should include all active users. Users that do not exist in the file will be automatically blocked.
The following are the CSV file requirements:
- UTF-8 format.
- csv or CSV file extension
- The first row should be used for the columns’ headers (each column header will be mapped to a profile field in the system).
Users’ data should start from the second row. - There should not be any values in extra rows or columns beside the actual content.
- Mandatory fields are username, email address & full name.
If the username is the same as the email it can be a single column. - Each user’s attribute should be in a separate column.
- Not legal chars:
- ‘--‘chars
- Backslash ‘\’
- Letters w tilda (for example: ñ)
Example CSV:
