Client Tools Guide › Import and Export › CSV Files Converter › Import from CSV Files › Entity Files

Entity Files

Users database

The first row in the entity file must be a header row. Each subsequent row represents a single user, where the row contains the following fields:

• PersonID—the key, and must be unique
• UserName
• Organization
• Organization Type
• Field 1 to Field n (optional)

  

Resources database

The first row in the entity file must be a header row. Each subsequent row represents a single resource and contains the following fields, where a combination of Resource Name 1, 2, and 3 is the key and is assumed to be unique:

• Resource Name 1
• Resource Name 2
• Resource Name 3
• Field 1 to Field n (optional)

  

Roles

The Roles entity file does not require a header row. The file has one row per role definition, each with the following fields:

• Role Name - must be unique
• Description
• Organization
• Owner
• Type
• Creation Date
• Reviewer
• Approval Status
• Approval Date
• Rule
• Organization 2
• Organization 3
• Expiration Date