Portal User Guide › Using Administration Functions › Universe Settings › User Account Information › Import CSV Data into an Account Configuration

Import CSV Data into an Account Configuration

You can import account information from a file of comma-separated values (CSV) into a special configuration that parallels 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. To keep account information updated, define a data connector job that imports account information from endpoints at regular intervals.

Note: You must have administrator-level rights in the CA RCM portal to perform this procedure.

To import CSV data into an account configuration

1. Prepare the data file.
2. Click Administration, Accounts from the main menu of the CA RCM portal.

   The Import Accounts screen appears.

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

   CA RCM 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