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Import data

ConductorOne supports importing data from customer, home-grown, or non-natively supported applications using a CSV or Excel file upload.

Prepare data for import

Many companies use home-grown or custom software not natively supported by ConductorOne integrations. You can import the key data from this software, then use ConductorOne to conduct access reviews and manage permissions.

Accepted data formats

ConductorOne accepts custom CSV files, our templates (linked below), or a custom spreadsheet.

Spreadsheets must use the .xlsx format. Other file formats will not upload successfully.

Identity-focused template - Download this template if your data is organized by user name

C1IdentityDataTemplate.xlsx

Entitlement-focused template - Download this template if your data is organized by entitlement type

C1EntitlementDataTemplate.xlsx

What data should I include?

When constructing your spreadsheet or CSV file, include as much data on users, resources, entitlements, and grants as possible.

Manage data imports

Upload and manage application data in ConductorOne on the application’s Imports tab.

Import new data

To add new data to your ConductorOne application:

  1. Navigate to an application and click Imports.
  2. Click Import App Data and choose your import method:
    • From File: Upload your spreadsheet or CSV file.
    • From Data Source: Select your data source (see the Add integrations section of the documentation for more on integrating a data storage source for use with ConductorOne) and enter the name of your file, then click Import.

You can upload data to any application, even if the application is connected to an integration. This allows you to support all entitlements for an app, even if an integration does not support the capability natively.

Replace an existing upload

If your file becomes invalid or you need remove the current data set, you can replace an existing upload with a new file.

  1. On an existing file, click the actions menu at the far right of the screen and select Replace File.
  2. Upload your spreadsheet or CSV file.

Data aggregation

Each file row is treated as an AND. This allows you to manage entitlements in multiple files, or to have a users file, and a grants file, and so on. This means that when you upload a new file, the existing data is not overridden.

To review the detected delta between files, click View Logs on the newest file’s row and review the Connector Logs.

The connector logs show the calculated deltas between files uploaded to the application.

Change mappings for custom spreadsheets

When you upload a custom spreadsheet, the data values in your file might not automatically be matched with the values ConductorOne uses. For example, a data file that includes a column titled “Last” for the users' last names might not automatically be understood by ConductorOne, which expects the data in that column to be titled “Last Name.”

To ensure that the data in your spreadsheet maps accurately into ConductorOne’s system, map your spreadsheet’s values to those used by ConductorOne.

  1. Once you have uploaded your spreadsheet, click Set Mappings.
  2. In the Set File Data Mappings window, choose the data values from your source file that align with the data values used by ConductorOne.
  3. Once you’ve mapped the data values, click Set Mappings to save them.

When you set the mappings, ConductorOne automatically processes the data with the changed mappings. You can see the output of the changes by viewing the logs.