#Import Microsoft 365 Users

To import existing Microsoft 365 users, complete the following steps in order:

#1. Export Microsoft 365 User Information to a Template File

Complete the following steps to export a template file that contains user information:

1. In the Cloud Governance admin center, navigate to Profiles & templates > Manual import, and then click Export a template on the ribbon.

2. Configure the following settings in the Export a template panel:

   1. Export job name ‒ Enter a name for the export job.

   2. Description ‒ Enter an optional description for future reference.

   3. Object type ‒ Select Microsoft 365 user.

   4. Scope ‒ Define the scope for the users you want to export. Click Add to open the Add containers panel. Then, select one or more containers that were configured in AvePoint Online Services and click Add. Microsoft 365 users within the containers that are not currently managed by AvePoint Cloud Governance will be exported to the template file.

      NOTE

      Make sure users have already been discovered and added into the appropriate AvePoint Online Services containers.

   5. Metadata – Add metadata that will be added to the exported template file. You can then review and edit the metadata values of the users. Click Add. In the Add Metadata window, select metadata and click Add to list.

3. Click Export to export the template file. After the export job completes, navigate to Job monitor. Select the export job and click Download on the ribbon to export the template file.

#2. Configure the Template File to Provide Governance Details

To configure an exported Microsoft 365 user template file, complete the following steps:

1. Navigate to the location where the exported template file is saved.

2. Open the template file to view and configure the following information for each user.

   NOTE

   The template file contains column headings in the first row and these headings are required. The information you enter must be exact, including spaces and capitalization.

   • Display Name ‒ Displays the display name of the user.

   • User Principal Name ‒ Displays the user principal name of the user.

   • Metadata ‒ If you have selected metadata for the export job, the metadata is included in the template file. You can edit the metadata value for each user or remove the metadata that you do not want to apply to any users.

     Note the following:

     • If the type of the metadata is Hyperlink, the metadata value must be the desired text and the hyperlink address separated by a semicolon.

     • If the metadata type is Lookup, AvePoint recommends that you do not change the format of the SharePoint library/list column whose value will be retrieved as the metadata value. Make sure the metadata value is in one of the following types: Yes/No, Date and Time, and User or Group.

     • If the metadata type is Microsoft Entra property, the metadata value must be the user email address.

3. Save the template file after the configuration.

#3. Import the Template File

To import the configured template file, complete the following steps:

1. In Profiles & templates > Manual import, complete the following settings:

   1. Import job name ‒ Enter a name for the import job.

   2. Description ‒ Enter an optional description for future reference.

   3. Object type ‒ Select Microsoft 365 user.

   4. Import blocked users – Choose whether to import blocked Microsoft 365 users.

   5. Import a template file (.xlsx) ‒ Click Browse to locate the configured template file.

2. Click Import to start the import job and apply the governance details.

#4. View Import Results

After you start the import job, go to Job monitor. When the import job status changes to Completed, it indicates that the groups included in the template file have been successfully imported to AvePoint Cloud Governance.

If the import job status changes to Completed with Exception, it indicates that one or more users are not successfully imported. Follow the steps below to view the import results:

1. Select the import job and click Download on the ribbon to download the job report.

2. Navigate to the location where the import result file is saved and open the file.

3. The Result column shows the import result.

   • Successful indicates the user has been successfully imported.

   • Failed indicates the user is not imported. You can refer to the details in the Comment column for troubleshooting and modify the template file.

     When you modify the template file, remove the rows of the users that have been successfully imported and only keep the failed users. After modifying the template file, you can import the template file again to re-import those users.

   • Skipped indicates the user is skipped being imported. You can refer to the details in the Comment column to find the reason.