Use files to bulk-import account data into IDaaS EIAM or export account data for backup and migration. All import and export operations start from the Accounts > Accounts And Orgs page.
Supported operations
| Operation | Supported now | Coming soon |
|---|---|---|
| Import | Import account data from a CSV or XLS file. XLS is compatible with files exported from IDaaS EIAM 1.0. | Import organization and group data from a file |
| Export | Export account data to a file | Export organization and group data to a file |
Import account data
Prerequisites
Before you begin, make sure you have:
Access to the IDaaS console with permission to manage accounts
(For EIAM 1.0 migration) Organization paths that match between EIAM 1.0 and EIAM 2.0 — if the paths differ, the import fails
Create an import task
On the Accounts And Orgs page, choose Import > Import Account. Select a template format based on your data source:
ImportantIf you are migrating from EIAM 1.0, confirm that organization paths are identical in both EIAM 1.0 and EIAM 2.0 before importing. Mismatched paths cause the import to fail.
Template Format Use when IDaaS EIAM 2.0 template CSV Creating or updating accounts in IDaaS EIAM 2.0 IDaaS EIAM 1.0 template XLS Migrating data from IDaaS EIAM 1.0 
Fill in the template. The following table describes the fields in the EIAM 2.0 CSV template: To find the organization path for your accounts, go to Accounts And Orgs > Organization.
ImportantDo not delete any field columns from the template. Removing columns causes the import to fail.
Field Field name Required Behavior when updating an existing account Account name usernameYes Overwrites the existing value Organization path organizationalUnitPathYes Overwrites the existing value Phone number phoneNumberNo Overwrites the existing value if provided Area code phoneRegionRequired if phoneNumberis setOverwrites the existing value if provided Other basic fields — No Skipped if left blank ��� existing data is unchanged Extension fields customFieldMap.<field identity>No Must meet extension field requirements 
Configure the import settings:
Initial password: For new accounts, choose whether to skip password setup (for example, for QR code or SMS verification code login) or set a password using the initial password policy. The policy must be enabled. This setting does not affect existing accounts.
Unique identifier: By default, each import row creates a new account. To update existing accounts instead, select a unique identifier field. When the value of that field matches an existing account, the import updates the account rather than creating a new one.
Description: Enter a description to distinguish this import task from others. The description appears on the Import Record page.
Click Start Import.
ImportantThe import only adds and modifies accounts — it does not delete any accounts. The operation is irreversible. Test with a small batch of data before running a full import.
View import records
On the Import Record tab:
View import history from the last two years
Download import detail files from the last seven days
If an import fails, download the import detail file to review the error details for each row.
Export account data
Create an export task
On the Accounts And Orgs page, choose Export > Export Account.
Set the Export Scope to filter by organization and group — only accounts within the specified scope are exported. Enter an optional Description to identify the export task.
View export records
On the Export Record tab:
View export history from the last two years
Download export detail files from the last seven days
