Importing Contacts From LDAP

You can choose to import contact data only from LDAP into SBM.
Note: If you want to associate contact information with imported user accounts, follow the steps in Updating Users and Contacts from LDAP and make sure to select the Create associated contacts check box.

When you import Contact records, uniqueness is determined by the specified equality key.

Also, if you have added the Active/Inactive optional system field to your Contacts table, be sure that its default value is set to Active. If not, Contact records imported from LDAP are not visible in SBM. Also, if your Contacts table contains required fields, set default values for these fields so that contacts imported from LDAP are guaranteed to have values.

To import contacts from LDAP:

  1. From the Administrator Portal, click Import Users.
  2. Select the Import contacts from LDAP option.
  3. Specify LDAP search and server settings as described in LDAP Search Settings.
  4. Click Refresh in the LDAP Sample Attributes Data section until you find an LDAP user with attributes that match the users you want to import into SBM.
  5. Map SBM Contacts table field to LDAP attributes, as described in Contacts Attributes Map.
  6. Select options for handling existing contact data as described in the information in Contact Import Options.
  7. Specify an additional filter, and then click the Refresh button in the Find Candidates section to return a list of potential LDAP users to import as contacts.
  8. Select the contacts you want to import.
  9. Set logging parameters as described in LDAP Logging and E-mail Options.
  10. Scroll up, and then click the Save icon next to Import Option Set. Save your settings so that they are available to you for future imports. For details, refer to Saving Import Options.
  11. Click Import.
  12. Select the Import Log tag to monitor the progress of your import.