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Update Group

Overview

You can update groups using the API.

Preparations

Please Create an API Key before performing API operations. Also, this function can only be performed by the tenant manager, so please set up the tenant manager from user management.

Request

Send json data in the following request format:

Setting column Value
HTTP Method POST
Content-Type application/json
Character Code UTF-8
URL http://{server name}/api/groups/{record Id}/update(*1)
Body Please refer to the json data below

(*1) Please edit the {server name} and {record Id} parts to suit your environment as appropriate.
  For Pleasanter.net, the format is as follows:
  https://pleasanter.net/fs/api/groups/{record Id}/update

JSON
{
    "ApiVersion": 1.1,
    "ApiKey": "026dfsS19fds1y7ayR1R5b67..",
    "GroupName": "[Updated group name]",
    "Body": "Sample of group update by API.",
    "GroupMembers": [
        "User,1,True",
        "Dept,1,False"
    ],
    "GroupChildren": [
        "Group,1,"
    ]
}

About GroupMembers

  1. Specify the information of users and departments to be group members in an array, separated by commas.
  2. Group members are updated by review. Please write all information of newly added group members and group members whose affiliation will not change in the array.
Column e.g. Settings
Column 1 User If you want to register a user, specify 'User'. If you want to register a dept, specify 'Dept'.
Column 2 1 Specify the user/dept ID.
Column 3 True If you want to grant administrator privileges, set it to True. If not, set it to False.

About GroupChildren

  1. Specify the information of the groups to be added to the child group in an array, separated by commas.
  2. Child groups are updated by review. Please write all the information of the newly added group and the groups that will not be changed in the array.
Column Settings
Column 1 Fixed to 'Group'.
Column 2 Specify the group ID.
Column 3 Fixed to blank.

Response

The json data in the following format will be returned.

JSON
{
    "Id": 12345,
    "StatusCode": 200,
    "Message": "Updated \"New Group Name\"."
}

Code Samples

Modify 【 ... 】 in the code as necessary.
1. Read CSV files from an external system and create/update groups and their parent-child relationships

This sample registers groups and their parent-child relationships
with the Pleasanter Create Group API / Update Group API,
based on CSV files output from an external system.

Overview

It receives the organization information of an external system as CSV files,
and builds the group structure with the Pleasanter Create Group and Update Group APIs.

This sample works in two phases.

Phase Process
Phase1 Create / update the groups themselves and their members
Phase2 Update the parent-child relationships of the groups

The process flow is as follows.

  1. Read the input CSV files
  2. Get the existing groups from Pleasanter (/api/groups/get)
  3. Get the existing users from Pleasanter (/api/users/get)
  4. Phase1 - Decide whether to create or update based on the group name, and register the groups themselves and their members (/api/groups/create or /api/groups/{GroupId}/update)
  5. Get the existing groups from Pleasanter again (/api/groups/get)
  6. Phase2 - Update the groups again, including the parent-child relationships (/api/groups/{GroupId}/update)

Prerequisites

The users are already registered in Pleasanter
Group names are unique (used to decide whether to create or update)

Input Files

There are four input files.

input/
 ├ groups.csv
 ├ users.csv
 ├ user_group_memberships.csv
 └ group_relations.csv
groups.csv

Defines the group information.

Column name Description
group_code Group identification code
group_name Group name
is_active 1: Enabled / 0: Disabled
remark Description

Sample

group_code,group_name,is_active,remark
GRP_ADMIN,Administration Headquarters,1,Administration division
GRP_SALES,Sales Headquarters,1,Sales division
GRP_EAST,East Japan Sales Department,1,Sales in East Japan
users.csv

Defines the user information.

Column name Description
user_id User identification ID
login_id Pleasanter login ID
user_name User name
mail Mail
is_active 1: Enabled / 0: Disabled

Sample

user_id,login_id,user_name,mail,is_active
0001,yamada.taro,Taro Yamada,yamada@example.co.jp,1
0002,sato.hanako,Hanako Sato,sato@example.co.jp,1
user_group_memberships.csv

Defines the member information of the groups.

Column name Description
user_id User ID
group_code Group code
is_active 1: Enabled / 0: Disabled
is_group_admin 1: Group administrator / 0: Regular user

Sample

user_id,group_code,is_active,is_group_admin
0001,GRP_ADMIN,1,1
0002,GRP_SALES,1,0
group_relations.csv

Defines the parent-child relationships of the groups.

Column name Description
parent_group_code Parent group
child_group_code Child group
is_active 1: Included / 0: Excluded

Sample

parent_group_code,child_group_code,is_active
GRP_SALES,GRP_EAST,1
Python(api_group_upsert.py)
import csv
import json
from pathlib import Path

import requests

# ==============================
# Pleasanter connection settings
# ==============================
BASE_URL = "【URL】"
API_KEY = "【API key】"
API_VERSION = 1.1

# ==============================
# File settings (change them as appropriate for your environment)
# ==============================
INPUT_DIR = Path("./input")
GROUPS_CSV = INPUT_DIR / "groups.csv"
USERS_CSV = INPUT_DIR / "users.csv"
MEMBERSHIPS_CSV = INPUT_DIR / "user_group_memberships.csv"
RELATIONS_CSV = INPUT_DIR / "group_relations.csv"


# ==============================
# CSV input settings (change them as appropriate for your environment)
# ==============================
def read_csv(path):
    with open(path, "r", encoding="utf-8-sig", newline="") as f:
        return [
            {k.strip(): (v or "").strip() for k, v in row.items()}
            for row in csv.DictReader(f)
        ]


def is_active(row):
    return str(row.get("is_active", "1")).strip() == "1"


def to_bool_text(value):
    return "True" if str(value).strip() == "1" else "False"


# ==============================
# Pleasanter API operations
# ==============================
def post_json(url, payload):
    r = requests.post(
        url,
        json=payload,
        headers={"Content-Type": "application/json"},
        timeout=60,
    )
    r.raise_for_status()
    return r.json()


# ==============================
# Get groups
# ==============================
def get_groups():
    data = post_json(
        f"{BASE_URL}/api/groups/get",
        {"ApiVersion": API_VERSION, "ApiKey": API_KEY},
    )
    return {
        row["GroupName"]: row
        for row in data.get("Response", {}).get("Data", [])
        if row.get("GroupName")
    }


# ==============================
# Get users
# ==============================
def get_users():
    data = post_json(
        f"{BASE_URL}/api/users/get",
        {"ApiVersion": API_VERSION, "ApiKey": API_KEY},
    )
    return {
        row["LoginId"]: row
        for row in data.get("Response", {}).get("Data", [])
        if row.get("LoginId")
    }


# ==============================
# Create/update a group
# ==============================
def upsert_group(group_name, payload, existing_groups):
    current = existing_groups.get(group_name)

    if current:
        url = f"{BASE_URL}/api/groups/{current['GroupId']}/update"
        result = post_json(url, payload)
        print(f"[UPDATE] {group_name}")
    else:
        url = f"{BASE_URL}/api/groups/create"
        result = post_json(url, payload)
        print(f"[CREATE] {group_name}")

    return result


# ==============================
# Set the group members
# ==============================
def build_member_map(memberships):
    result = {}
    for row in memberships:
        if not is_active(row):
            continue
        group_code = row["group_code"]
        result.setdefault(group_code, []).append(row)
    return result


# ==============================
# Build the parent-child relationships
# ==============================
def build_relation_map(relations):
    result = {}
    for row in relations:
        if not is_active(row):
            continue
        parent_code = row["parent_group_code"]
        result.setdefault(parent_code, []).append(row["child_group_code"])
    return result


# ==============================
# Build the request payload for Phase1
# ==============================
def build_payload_phase1(group_row, member_rows, users_by_id, pleasanter_users):
    members = []

    for row in member_rows:
        user = users_by_id[row["user_id"]]
        login_id = user["login_id"]
        pleasanter_user = pleasanter_users[login_id]
        user_id = pleasanter_user["UserId"]
        is_admin = to_bool_text(row.get("is_group_admin", "0"))
        members.append(f"User,{user_id},{is_admin}")

    return {
        "ApiVersion": API_VERSION,
        "ApiKey": API_KEY,
        "GroupName": group_row["group_name"],
        "Body": group_row.get("remark", ""),
        "GroupMembers": members,
        "GroupChildren": [],
    }


# ==============================
# Build the request payload for Phase2
# ==============================
def build_payload_phase2(
    group_row,
    member_rows,
    child_codes,
    users_by_id,
    groups_by_code,
    pleasanter_users,
    existing_groups,
):
    members = []

    for row in member_rows:
        user = users_by_id[row["user_id"]]
        login_id = user["login_id"]
        pleasanter_user = pleasanter_users[login_id]
        user_id = pleasanter_user["UserId"]
        is_admin = to_bool_text(row.get("is_group_admin", "0"))
        members.append(f"User,{user_id},{is_admin}")

    children = []

    for child_code in child_codes:
        child_name = groups_by_code[child_code]["group_name"]
        child_group = existing_groups[child_name]
        children.append(f"Group,{child_group['GroupId']},")

    return {
        "ApiVersion": API_VERSION,
        "ApiKey": API_KEY,
        "GroupName": group_row["group_name"],
        "Body": group_row.get("remark", ""),
        "GroupMembers": members,
        "GroupChildren": children,
    }


# ==============================
# Main process
# ==============================
def main():
    groups = read_csv(GROUPS_CSV)
    users = read_csv(USERS_CSV)
    memberships = read_csv(MEMBERSHIPS_CSV)
    relations = read_csv(RELATIONS_CSV)

    groups_by_code = {row["group_code"]: row for row in groups}
    users_by_id = {row["user_id"]: row for row in users}
    members_by_group = build_member_map(memberships)
    children_by_parent = build_relation_map(relations)

    pleasanter_users = get_users()
    existing_groups = get_groups()

    # Phase 1: Create/update all groups (without child groups)
    print("=== Phase 1 ===")
    for group in groups:
        payload = build_payload_phase1(
            group,
            members_by_group.get(group["group_code"], []),
            users_by_id,
            pleasanter_users,
        )
        upsert_group(group["group_name"], payload, existing_groups)
        existing_groups = get_groups()

    # Phase 2: Update the parent-child relationships
    print("=== Phase 2 ===")
    existing_groups = get_groups()

    for group in groups:
        payload = build_payload_phase2(
            group,
            members_by_group.get(group["group_code"], []),
            children_by_parent.get(group["group_code"], []),
            users_by_id,
            groups_by_code,
            pleasanter_users,
            existing_groups,
        )
        upsert_group(group["group_name"], payload, existing_groups)


if __name__ == "__main__":
    main()
Run
>python api_group_upsert.py
Execution Result
=== Phase 1 ===
[CREATE] Administration Headquarters
[CREATE] Sales Headquarters
[CREATE] East Japan Sales Department
=== Phase 2 ===
[UPDATE] Administration Headquarters
[UPDATE] Sales Headquarters
[UPDATE] East Japan Sales Department

Supported Versions

Supported versions Body
1.2.24.0 and later Added function
1.3.4.0 and later Added GroupMembers

Confirmation Column in Case of Error

・Precautions when using the API and things to check if an error occurs
・FAQ: What to check if modified configuration files or API requests (JSON format) are not recognized correctly

Specification Changes

*API specifications have been partially changed since October 2019.**
- Classification, Numerical Value, Date, Description, and Check Column have been changed from being directly entered in the JSON to being entered within "~Hash".

*API specifications have been partially changed since November 2018.**
- The URL format has been changed from '/pleasanter/api_items/xxxx' to '/pleasanter/api/items/xxxx'.
- The Content-Type specification has been changed from 'application/x-www-form-urlencoded' to 'application/json'.