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Use Cases

The use cases described below apply if you have SyncGene Enterprise plan only.

Specific CSV Use Cases

General Configuration

In case you have 2 sources (Google Workspace, Microsoft 365, Exchange) with admin privileges:

  1. You must configure both sources on SyncGene multi-user configuration page.
  2. Once accounts are configured you must create a CSV file as described on CSV configuration guide.CSV file must contain the account type (Google, Exchange) and source type in its header with a company name (e.g. "Source-Google-ImaginaryCompanyName"). Company name of your enterprise account can be found on the account that you've added on step 1.
  3. When CSV file is prepared you can upload it on add members page. Your users will not be required to login anywhere as you have provided access from admin accounts.

In case you have 1 or 0 sources (Google Workspace, Microsoft 365, Exchange) with admin privileges:

  1. In case you have at least 1 source with admin access both sources on SyncGene multi-user configuration page.
  2. CSV file must contain the account type (Google, Exchange) and source type in its header with a company name (e.g. "Source-Google-ImaginaryCompanyName") for accounts that you configured with admin privilleges. Company name of your enterprise account can be found on the account that you've added on step 1.
  3. For accounts (Google, Microsoft 365, Exchange, iCloud) that you do not have admin access for add a header without company name (e.g. "Source-Google). User accounts will receive a link where they must login and provide access to their accounts data (calendar/contacts/tasks) to SyncGene.
    You find more information about CSV file creation on CSV configuration guide.
  4. When CSV file is prepared you can upload it on add members page. Your users will not be required to login anywhere as you have provided access from admin accounts.