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Import CSV Data into an Account Configuration

If you have a legacy connector or only an 'As Users' connector in your universe, you can manually import account information from a CSV file into a special configuration that relates to the Model configuration of the universe.

Note: Because file-based import is a one-time process, only use a CSV file for initial import or occasional administrative updates to account information, and only when creating an 'As Accounts' connector is not preferred.

Follow these steps:

  1. Prepare the data file.
  2. Click Administration, Accounts, Import Accounts (Legacy) from the main menu of the Portal.

    The Import Accounts (Legacy) screen appears.

  3. Specify the target universe and the CSV file to import, and click Import.

    The product copies new, unique records from the CSV file to the Account configurations. Existing information in the Account configurations is preserved.

  4. (Optional) To verify imported account data, view the model configuration in the entity browser or open the account configurations in the Data Manager application