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(Optional) 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. This special configuration 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.
  5. Review CSV file structure.

    Review required fields for the CSV accounts data files. Each must contain the following fields:

    PersonID

    Defines the user in the target universe who owns the imported account. This field has the same content and format as the PersonID field in the universe.

    Endpoint

    Defines the name of the endpoint that hosts the account. This field has the same content and format as the Configuration resource Application field specified for the universe.

    Account

    Defines the account name as it is exists on the endpoint.

    The first line of the CSV file must be the following header:

    personID,endpoint,account
    

    Each line of the file must contain three comma-separated values.

Example: CSV accounts data file

The following example shows a CSV file with four data records. The first two records map accounts to the same user, John Meade:

personID,endpoint,account
5467238,UNXMARKT,jmeade
5467238,NT-Security,john_meade
7635097,RACFTEST,marcus432
6523876,NT-Security,kim_bell

You have manually imported account information from a CSV file into a special configuration that relates to the Model configuration of the universe and .reviewed CSV file structure.