Identity as a Service:Import and export data by using files

Scenarios

Procedure

You can import or export data from the Accounts > Accounts And Orgs page.

Import account data

Create an import task

1. Choose Import > Import Account to create an import task. You can use the IDaaS EIAM 2.0 template in CSV format to import data. To import data from IDaaS EIAM 1.0 (the earlier version), select the IDaaS EIAM 1.0 template in XLS format. You must ensure that the organization paths for versions 1.0 and 2.0 are the same. Otherwise, the import will fail.

   

   Note

   • The 2.0 template includes basic fields and extension fields.

     In the basic fields, the account name (username) and organization path (organizationalUnitPath) fields are required. If you specify a mobile number (phoneNumber), the area code (phoneRegion) field is also required. The other fields are optional. However, you cannot delete any field columns from the import template. Otherwise, the import will fail.

     For extension fields, which are in the format of customFieldMap.extension field identity, the values must meet the requirements for extension fields.

     If the value of an optional field is empty, the field is skipped during an account update. Therefore, the historical data for the field is not affected.

   • You can obtain the organization path on the Accounts And Orgs > Organization page:

     

2. Configure settings, such as the initial password and unique identifier, to initialize passwords and historical account data.

   • Initial password: When you create a new account by importing a file, you can choose not to set a password for the account (for example, if you want to log on only by scanning a QR code or using a text message verification code) or set a password based on the Initial password policy. You must enable this policy. This setting does not affect historical accounts in IDaaS.

   • Unique identifier: By default, IDaaS creates new accounts when you import account data from a file. To update existing account data in IDaaS, you must select a unique identifier. If the value of the unique identifier field for an imported account matches that of an existing account, the existing account information is updated and a new account is not created. This ensures compatibility with historical data.

   • Description: Enter a description for the import task. You can view this description on pages such as the Import Record page. We recommend that you specify this parameter to distinguish between different import tasks.

3. After you confirm the settings, click Start Import to execute the import task.

   Important

   The import operation only adds and modifies accounts. It does not delete accounts.

   However, the import operation is irreversible. To avoid affecting historical accounts, we recommend that you test and verify the import with a small amount of data before you import the full data.

View import records

On the Import Record tab, you can view import records from the last two years and download import detail files from the last seven days.

Export account data

Create an export task

Choose Export > Export Account, and then specify the Export Scope and Description. You can set the Export Scope by organization and group. Only data within the specified scope is exported.

View export records

On the Export Record tab, you can view export records from the last two years and download export detail files from the last seven days.