Updating FILE SHARING via CSV

Introduction

Patronum, a robust file-sharing platform, offers versatile options for handling CSV (Comma-Separated Values) files. This document explores the various CSV options available within Patronum's file-sharing features, enabling users to efficiently manage and exchange data.

CSV Export

Patronum allows users to export data into CSV format. This feature enables data extraction from the platform, facilitating compatibility with other applications and systems. CSV export options may include filtering data before export, providing users with customized datasets.

CSV Import

Patronum facilitates seamless data import from CSV files. Users can upload CSV files directly into the platform, making data readily accessible for collaboration and analysis. The import process often includes options to map CSV columns to specific fields within Patronum, ensuring data consistency and accuracy.

Conclusion

Patronum's CSV options enhance the platform's file-sharing capabilities by providing users with flexible tools for managing and exchanging data in CSV format. From import and export, Patronum ensures seamless data handling and compatibility.

Export Files CSV – This option lets you download the detailed data of files a user is having with their role (ex: commenter, writer) details for multiple users or an individual user. It becomes available only when at least one checkbox is selected.

Export Users CSV – This option is available only when a filter is applied. It allows you to export details of individual fileSharing users' permissions.

Export Selected Users CSV – Similar to Export Users CSV, but instead of exporting all filtered users, it downloads details for only the specifically selected users. It is enabled when both a filter is applied and selections are made.

Import Users CSV – A key feature in the Drive - File Sharing section, that just accepts a CSV of fileSharing users, and Patronum will update permission/unshare all files currently shared with respective users. Options should allow for email addresses and domains.

Import Files CSV – Another key feature in the Drive - File Sharing section, enabling you to update or remove specific file roles through fileSharing files CSV import.

Examples

Export Files CSV – Download details of files assigned to users. (enabled only after selecting user).
An admin wants to see all files owned by specific Users and their sharing roles. By selecting Users and using the Export Files CSV option, a CSV file is downloaded, listing files along with details like who has "Commenter" or "Writer" access.



Export Users CSV – Download user permission details (enabled only after applying a filter).
Example:
Suppose you want to review all users who have access to files from a particular domain. You can apply a filter (e.g., "domain = yourDomainName"), and then export a CSV file listing all users and their permissions. This option is only available after applying a filter.



Export Selected Users CSV – Similar to Export Users CSV, but instead of exporting all filtered users, it downloads details for only the specifically selected users. It is enabled when both a filter is applied and selections are made.

If you have applied a filter to show only “a particular domain” users but only want to download details of specific users (e.g., just Ellen and Amy, not the entire domain), you need to manually select them. Once selected, this option will be enabled, allowing you to download their data instead of the whole filtered list.



Import Users CSV – Update permission/unshare all files

Examples:
Deal with file permission update/unsharing for the entire domain when the ‘Email’ column consists of ‘Domain name’ (e.g. bespinlabs.com) and the 'Share Type' column has 'domain' value.

Name	Email	Share Type	Owner	Writer	Reader	Commenter	Total
Bespin Labs Ltd	bespinlabs.com	domain	123	154	0	564	841

Use ‘remove' as column value to unshare the files of respective permission and 'reader/writer/commenter’ as column value to update the respective file permissions.

Name	Email	Share Type	Owner	Writer	Reader	Commenter	Total
First Last	first.last@patronum.io	user	5	remove	453	432	4563

Use the 'Total' column to unshare or update permissions for all files.

Name	Email	Share Type	Owner	Writer	Reader	Commenter	Total
First Last	first.last@patronum.io	user	5	remove	453	432	remove

Skip permission update for entries having userEmail of 'Anyone' type.

Import Files CSV – enabling you to update or remove specific file roles through CSV import.

You have a CSV file listing specific file-sharing roles, such as making Fikayo a "Viewer" and Ellen a "Editor" for certain files. By importing a modified export CSV in the Drive - File Sharing section, these roles are updated automatically without manually changing permissions.

Export Files CSV, contents will look similar to below:-

E-Mail	Name	URL	Role	Owner	Created	Last Modified
fikayo.tomori@demo.bespinlabs.com	File Name	https://drive.google.com/file/d/1DU5fxKOXoaI2vAUdCLAjPs0z5EbKTx-x/view?usp=drivesdk	writer	amy.muir@demo.bespinlabs.com	2022-12-09T12:42:30.051Z	2025-02-04T12:47:39.206Z
ellen.white@demo.bespinlabs.com	File Name II	https://drive.google.com/file/d/1ofSI4j8Uhgf6TIuwcavEF47shsQ5_QQT/view?usp=drivesdk	commenter	fikayo.tomori@demo.bespinlabs.com	2022-12-09T11:59:58.074Z	2025-02-04T12:43:56.591Z

Update file to reflect changes required.

E-Mail	Name	URL	Role	Owner	Created	Last Modified
fikayo.tomori@demo.bespinlabs.com	File Name	https://drive.google.com/file/d/1DU5fxKOXoaI2vAUdCLAjPs0z5EbKTx-x/view?usp=drivesdk	viewer	amy.muir@demo.bespinlabs.com	2022-12-09T12:42:30.051Z	2025-02-04T12:47:39.206Z
ellen.white@demo.bespinlabs.com	File Name II	https://drive.google.com/file/d/1ofSI4j8Uhgf6TIuwcavEF47shsQ5_QQT/view?usp=drivesdk	writer	fikayo.tomori@demo.bespinlabs.com	2022-12-09T11:59:58.074Z	2025-02-04T12:43:56.591Z

Update File to Import FILES CSV.

Updated on: 19/03/2025