Import options and configuration



  • Display name - the Display name changes name of source in Import sources list
  • Monitor changes - when checked, OptimiCapture will use web hooks to monitor changes to user accounts
  • Card number import settings - select the option for card number import
    • Don't modify card numbers - this option won't import therefore modify card numbers of users in the system
    • Import cards from standard attributes -  use standard Google Workspace attribute names for card number import
    • Import cards from custom attributes - use custom Google Workspace attribute names for card number import, how to create attributes is described for example here https://support.google.com/a/answer/6208725?hl=en#zippy=%2Cadd-a-new-custom-attribute
  • Allow card number deletion -  if this options is disabled, only new cards will be added, when enabled the cards will be removed and only the cards from import source will be added
  • Card attribute category - use custom Google Workspace attribute category name for card number import
  • Card attribute name - use custom/standard Google Workspace attribute name for card number import
  • PIN import settings - 
    • Don't modify PIN - this option won't change any PINs in the system
    • Generate PIN when empty - when ticked, OptimiDoc Cloud will generate PIN for users without PIN
      • PIN length - number of digits in the PIN
    • Generate PIN for new users - when ticked, OptimiDoc Cloud will generate PIN for new users
      • PIN length - number of digits in the PIN
    • Import PIN from custom attributes - use standard Google Workspace attribute names for PIN import, how to create attributes is described for example here https://support.google.com/a/answer/6208725?hl=en#zippy=%2Cadd-a-new-custom-attribute
    • Import PIN from standard attributes - use custom Google Workspace attribute names for PIN import
  • PIN attribute category - use custom Google Workspace attribute category name for PIN import
  • PIN attribute name - use custom/standard Google Workspace attribute name for PIN import
  • Update SSO username - this will update the users' Single Sign-On name
    • SSO username format - the default setting is empty, and given name + surname is used in that case.
      • [user_sam_account_name]
      • [user_principal_name]
      • [user_email_nickname]
      • [user_mail_nickname]
      • [user_full_name], [user_name]
      • [user_given_name], [user_first_name]
      • [user_family_name], [user_last_name], [user_surname]
      • [user_mail], [user_email]
  • Update departments - when the option is checked, the user’s department is updated during every import
  • Update admin status - Google returns IsAdmin field/property, so, if user has this in the profile OptimiDoc Cloud will assign to this user admin role automatically, for example CustomerAdmin role
  • Filter
    • Import archived users - when the option is checked, archived users will be synchronized as well
    • Import suspended users - when the option is checked, suspended users will be synchronized as well
    • Departments - if you will define departments only users from those departments will be synchronized
    • Groups - if you will define groups only users from those groups will be synchronized
    • Require group and department match - it switches between the OR and AND operation for the Departments and Groups fields, if enabled, user must be in both, department and group specified