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Importing Application Data via CSV

Importing Application Data via CSV

Section titled “Importing Application Data via CSV”

Step 1: Create or Select an Application

Section titled “Step 1: Create or Select an Application”

To import user access data into an application, you first need to create an application if one doesn’t already exist.

Creating a New Application

Section titled “Creating a New Application”
  1. Click on Create Application
  2. Fill in as many details as possible about the application
  3. The Application Name is the only required field

Once you create a new application, the CSV Import wizard will appear automatically.

Starting the CSV Import Wizard

Section titled “Starting the CSV Import Wizard”

Screenshot – Create Application and Start Import

If you’re working with an existing application, click on the Import button to start the CSV import wizard.

Upload Your CSV File

Section titled “Upload Your CSV File”

As part of Step 1, you will need to drag and drop your CSV file or browse to select it from your computer.

CSV File Selection

Section titled “CSV File Selection”

Screenshot – Upload CSV File

Step 2: Map Fields

Section titled “Step 2: Map Fields”

In Step 2, you’ll map the columns from your CSV file to the corresponding fields in the application.

Field Mapping Guidelines

Section titled “Field Mapping Guidelines”
  • Map as many fields as possible - The more fields you map, the richer and more complete your data will be
  • Required Field: ExternalUserId is the only required target field that must be mapped
  • Optional Settings: You can leave other settings at their default values or adjust them as necessary

The field mapping interface allows you to match each CSV column to the appropriate target field in the system.

Field Mapping Interface

Section titled “Field Mapping Interface”

Screenshot – Map CSV Fields

Step 3: Review and Load Data

Section titled “Step 3: Review and Load Data”

In the final step, you’ll review the import results before committing the data.

Review Import Results

Section titled “Review Import Results”
  • Check for skipped rows - The system will identify any rows that were skipped during import
  • Understand why rows were skipped - Common reasons include:
    • Empty rows in the CSV file
    • Missing required data
    • Invalid data formats

In the example below, a row was skipped because it contained no data (an empty row in the CSV file). If you were to open the file in a text editor, the content of the row would just be commas: ",,,,,,,,,,,,"

Review Results - Skipped Rows

Section titled “Review Results - Skipped Rows”

Screenshot – Review Import Results with Skipped Rows

Making Corrections

Section titled “Making Corrections”

If rows were skipped:

  1. Note which rows were skipped and why
  2. Make the necessary changes to your CSV file
  3. Restart the import process

Complete the Import

Section titled “Complete the Import”

Once you are satisfied with the results and there are no errors (or only acceptable skipped rows):

  1. Click the Save & Load button to load the data into the application
  2. The system will process and import all valid rows

Successful Import Completion

Section titled “Successful Import Completion”

Screenshot – Import Complete

Viewing Imported Data

Section titled “Viewing Imported Data”

After completing the import:

  1. Click Close to exit the import wizard
  2. Navigate to Application Actions and select Roles
  3. You will be able to see all the roles that were imported from your CSV file

The imported roles are now available in your application and can be used for access reviews and user management.