Import and export IDaaS data by using files.
Use cases
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Category |
Capabilities |
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Import |
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Export |
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Procedure
Navigate to Accounts > Accounts and Orgs to import or export data.
In the upper-right corner, click Import or Export to start a bulk data operation.
Import account data
Create an import task
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Choose Import > Import Account to create an import task. You can use the IDaaS EIAM 2.0 template (in CSV format) to import data. If you need to import data from IDaaS EIAM 1.0 (the previous version), select the IDaaS EIAM 1.0 template (in XLS format). Ensure that the organizational paths are identical in both versions, or the import will fail.
In the Import Account panel, configure the following parameters: Upload file (must be a CSV file; you can import up to 5,000 accounts at a time), Initial Password (you can select Do Not Configure Initial Password or Use Initial Password Policy), Select Unique Identifier (for example, username; if this value matches an existing account, the account is updated instead of created), and Description. Click Start Import.
Note-
The 2.0 template includes basic and extended fields:
The
usernameandorganizationalUnitPathbasic fields are required. If you specify thephoneNumberfield, thephoneRegionfield also becomes required. The other fields are optional, but you must not delete any columns from the import template, or the import will fail.For extended fields, use the format
customFieldMap.<extended_field_identifier>. The format must comply with the requirements for the specific extended field.If an optional field is left empty when updating an account, the system skips updating that field. This ensures that existing data in that field is not affected.
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You can find an organization's path on the Accounts and Orgs > Organization page.
In the organization list, find the full path in the Organization Path column. For example:
/Alibaba Cloud IDaaS/WeCom Test.
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Configure the initial password and unique identifier to manage new and existing accounts.
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Initial Password: When creating new accounts through a file import, you can choose not to set a password. This allows users to sign in with passwordless methods, such as QR code scanning or SMS verification codes. Alternatively, you can set a password based on the initial password policy, which must be enabled. This setting does not affect existing IDaaS accounts.
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Select Unique Identifier: By default, IDaaS creates new accounts from your imported file. To update existing accounts instead, select a unique identifier. If an imported entry's identifier matches an existing account, IDaaS updates that account's information rather than creating a new one, which ensures data consistency.
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Description: Enter a description for the import task. This description appears on the Import Record tab and helps you distinguish this task from others.
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After confirming the settings, click Start Import.
ImportantThe import operation can only add or modify accounts. It does not delete accounts.
Because the import operation is irreversible, we recommend testing with a small batch of data before performing a full import. This helps prevent unintended changes to existing accounts.
View import records
On the tab, view import records from the past two years. You can download task detail files for imports from the last seven days.
The Import Record table includes the following columns: Import time, Description, Import status, and Actions. The import status can be Success, Partial Success, or Failure. Click View Details to view the results of an import.
Export account data
Create an export task
Choose Export > Export Account, and then set the and Description. You can define the Export Scope by selecting organizations and groups. The system exports only the data within the specified scope.
You can export up to 5,000 records at a time. Once configured, click Start Export.
View export records
On the tab, view export records from the past two years. You can download task detail files for exports from the last seven days.
The export records list includes the following columns: Export time, Description, Export status, and Actions. If the status is Success, click Download in the Actions column to download the file. If the export fails, the download option is unavailable.