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. Reachable from the OrbisID server by default, or from an assigned Scan Agent Group if one is configured for this system |
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
- Navigate to Systems in the sidebar
- Click Add System
- Set OS Type to
CSV - 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, reachable from the OrbisID server or an assigned Scan Agent Group |
| 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 |
- For File Upload source type, click Upload CSV File and select your file
- For Network Path source type, optionally assign a Scan Agent Group to this system if the path is only reachable from an agent host rather than the OrbisID server directly — leave it unassigned to read the path from the OrbisID server itself
- Click Test Connection to validate the file is accessible and the format is correct
- 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.
For systems that can produce exports automatically, place the CSV at a network path and assign a Scan Agent Group to this system if that path is only reachable from an agent host, then configure a scheduled scan policy to import it periodically. File Upload mode always runs from the OrbisID server and ignores any Agent Group assignment, since the uploaded file is stored in OrbisID's own database.
Troubleshooting
| Symptom | Likely Cause | Resolution |
|---|---|---|
| Test connection fails for network path | Path not accessible | If a Scan Agent Group is assigned, verify that agent can reach the UNC path; if unassigned, verify the OrbisID server itself can reach it. Check share permissions either way |
| 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 |