CSV

Description

The CSV connector imports account, entitlement, and identity data from a delimited text file. It is used for systems that cannot be scanned directly — for example, mainframes, legacy applications, or SaaS platforms — where an account export can be produced manually or via a scheduled job.

System Type Classification

The System Type is user-selectable for CSV systems. Choose the classification that best describes the source system:

Classification	Use When
Server	Source is a server OS
Infrastructure	Source is a database or platform
Application	Source is a business application
Directory Service	Source is an identity or directory system

Version Support

OrbisID Edition	Supported
Community	No
Pro	Yes
Enterprise	Yes

CSV scanning requires a Pro or Enterprise licence.

Supported Sources

Source Type	Description
File Upload	Upload a CSV file directly to OrbisID via the browser
Network Path	Specify a UNC or local path accessible from the On-Premise Agent host

What OrbisID Imports

You configure which data types the CSV contains. Each type requires a specific column mapping:

Accounts

Map CSV columns to:

OrbisID Field	Required	Description
username	Yes	Account username or login name
displayName	No	Full name or display name
accountType	No	HUMAN or NON_HUMAN
enabled	No	true/false or 1/0
email	No	Email address
description	No	Account description

Entitlements (Group Memberships)

Map CSV columns to:

OrbisID Field	Required	Description
username	Yes	Account username (links to an account)
groupName	Yes	Group or role name
groupDescription	No	Description of the group

Identities

Map CSV columns to:

OrbisID Field	Required	Description
employeeId	Yes	Unique identity identifier
firstName	No	First name
lastName	No	Last name
email	No	Email address
department	No	Department
status	No	ACTIVE or INACTIVE

Configuration Steps

1. Navigate to Systems in the sidebar
2. Click Add System
3. Set OS Type to CSV
4. Fill in the fields:

Field	Value
Name	Descriptive name (e.g., mainframe-accounts)
System Type	Choose the appropriate classification
Source Type	File Upload or Network Path
File Path	(Network Path only) UNC or local path on the agent host
Delimiter	, (comma), ; (semicolon), \t (tab), or | (pipe)
Has Header Row	Yes/No
Data Types	Select which data types the file contains (Accounts, Entitlements, Identities)
Column Mappings	Map CSV column indices or names to OrbisID fields

5. For File Upload source type, click Upload CSV File and select your file
6. Click Test Connection to validate the file is accessible and the format is correct
7. Click Save

Scheduling Re-imports

To keep data current, create a scan policy that re-imports the CSV file on a schedule. Each scan replaces the previous import from this system.

Automating Exports

For systems that can produce exports automatically, place the CSV at a network path accessible from an On-Premise Agent and configure a scheduled scan policy to import it periodically.

Troubleshooting

Symptom	Likely Cause	Resolution
Test connection fails for network path	Path not accessible	Verify the On-Premise Agent can reach the UNC path; check share permissions
Import succeeds but no accounts appear	Column mapping incorrect	Review the column mapping — username is required; verify the column index/name
Accounts duplicated across scans	Username not unique in source	Ensure the username column contains unique values within the file
Special characters garbled	Encoding mismatch	Save the CSV as UTF-8 with BOM, or UTF-8 without BOM