In CloudM Automate, you can create, delete, or update users and groups individually or in bulk via CSV or Google Sheets. Each operation requires specific mandatory fields and adheres to Google Workspace directory logic.
Mandatory fields & CSV structure
Your CSV only needs to contain the mandatory headers for the specific action you are performing. You do not need to include every header from a full export — removing optional columns reduces processing errors.
Always save your file with UTF-8 encoding to ensure special characters in names or OU paths are processed correctly.
Exporting
Exporting data allows you to generate a template containing existing IDs and Organisational Unit (OU) paths, reducing manual entry errors.
Pro tip
Performing an export from a specific OU is the most reliable way to find hard-to-know values such as Parent Paths or system-generated Group IDs, ensuring your import matches the directory exactly.
- Navigate to the Organisational Unit you wish to manage.
- In the Actions menu, select Export Items.
- Choose CSV (email attachment) or Google Sheet (deposited into Google Drive).
For new creations, you can use the Downloadable Bulk Template File.
Creation
Users
| Field | Value |
|---|---|
| Record Type | USER |
| Operation | CREATE |
| Id | The primary email address. |
| Given Name | User's first name. |
| Family Name | User's last name. |
| Password | Must adhere to your organisation's password complexity policies. |
Groups
| Field | Value |
|---|---|
| Record Type | GROUP |
| Operation | CREATE |
| Name | Display name of the group. |
| Primary group email address. | |
| IsDynamic |
TRUE or FALSE. Requires compatible Google Workspace licensing. |
Updating
Exported files default the Operation column to UPDATE. To avoid accidental overwrites, remove any headers that you do not intend to modify.
Mandatory identifiers
| Type | Identifier |
|---|---|
| Users | Use the primary email address in the Id column. |
| Groups | Use the unique system Id (alphanumeric string) from the export. Do not edit this value. |
Deletion (offboarding)
Users
| Field | Value |
|---|---|
| Record Type | USER |
| Operation | REMOVE |
| Id | Primary email address. |
| Parent Path | The specific OU path where the user currently resides (found via Export). |
Groups
| Field | Value |
|---|---|
| Record Type | GROUP |
| Operation | REMOVE |
| Id | Unique system ID (found via Export). |
Password management
RESET_PASSWORD
Updates the directory password for the specified user.
| Field | Value |
|---|---|
| Operation | RESET_PASSWORD |
| Password | The new alphanumeric string. |
| ResetPassword |
TRUE to force a password change at next login, or FALSE. |
FORCE_CHANGE_PASSWORD
Forces a password change for users authenticating directly via Google services.
| Field | Value |
|---|---|
| Operation | FORCE_CHANGE_PASSWORD |
| Id | Primary email address. |
Managing pre-defined fields
To manage custom values without overwriting existing data, add a column titled Custom Field x - Operation. This allows granular control over individual fields.
Example header logic:
Id,Record Type,Operation,Custom Field 2,Custom Field 2 - Operation user@domain.com,USER,UPDATE,XYZ321,CHANGE
Setting a field operation to CHANGE or REMOVE allows you to target only that specific custom field while other fields remain untouched.
Glossary
| Field name | Accepted values / format |
|---|---|
| Record Type |
USER or GROUP
|
| Operation |
CREATE, UPDATE, REMOVE, RESET_PASSWORD, FORCE_CHANGE_PASSWORD
|
| Gender |
MALE, FEMALE, or UNKNOWN
|
| Birthday | YYYY-MM-DD |
| Parent Path | The destination Organisational Unit path. |
Need help? Contact CloudM Support