1.Triggers daily roster build
Integrate Schedule by Zapier and automation runtimes to start a daily roster run for parsing and merging data.
Create daily user roster and publish to file server
Automatically pull daily user directory snapshots across Microsoft Entra ID and Excel override data via SFTP file transfers. Create and update when daily schedule fires, download prior roster, or overrides are detectedβso you can upload reconciled CSV rosters, archive prior files, and flag terminated accounts without manual roster updates.
How this automation prevents provisioning delays with user rosters
When the daily roster schedule fires, provisioning can stall while humans reconcile exports, overrides, and terminations. This automation pulls Entra directory users, merges overrides and prior rosters, and uploads a reconciled CSV with an archived copyβso your team can provision access faster.
Schedule by Zapieror swap with your favorite app
2.Gets users and directory attributes
Integrate Microsoft Entra ID and identity directory exports to pull user attributes and map directory fields into roster columns.
Microsoft Entra IDor swap with your favorite app
3.Downloads previous roster file
Integrate SFTP by Zapier and file storage to download the prior roster CSV for detecting previous emails and terminations.
SFTP By Zapieror swap with your favorite app
4.Reads override worksheet rows
Integrate Microsoft Excel and spreadsheet overrides to map override columns and match them to users by email.
Microsoft Excelor swap with your favorite app
5.Parses and merges datasets
Integrate Code by Zapier and CSV transformation to combine Entra, prior roster, and Excel overrides with precedence rules.
Code by Zapieror swap with your favorite app
6.Uploads final CSV and archives
Integrate SFTP by Zapier and file archiving to upload the final CSV and copy the source file to an archive folder.
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