Help Center/ OneAccess/ User Guide/ Enterprise Administrator Guide/ Settings/ Data Import and Export/ Importing Data
Updated on 2024-12-30 GMT+08:00
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Importing Data

OneAccess allows you to effortlessly create users, organizations, and application accounts in batches by importing data.

Ensure that the Excel file you upload is in the .xlsx format and has the same pattern as the template. The file must contain no more than 10,000 data items.

Users

  1. Log in to the administrator portal.
  2. On the top navigation bar, choose Settings > Import/Export. By default, you are directed to the Users page.

    Before importing users, ensure that the organization for which you want to import users already exists. If the organization does not exist, add it by referring to Adding an Organization. To add multiple organizations, see Application Organizations.

  3. Click Download template.
  4. Open the downloaded Excel file, add user data to it, and save it.

    If the imported user belongs to multiple organizations, enter multiple organization codes and separate them with commas (,). By default, the first organization listed will be set as the primary organization.

  5. On the Users page, click Select File, select the file saved in 4, and click Open.
  6. Click Import to import the user data.

Organizations

  1. Log in to the administrator portal.
  2. On the top navigation bar, choose Settings > Import/Export. By default, you are directed to the Users page.
  3. In the left-hand navigation pane, choose Organizations.
  4. Click Download template.
  5. Open the downloaded Excel file, add organization data to it, and save it.
  6. On the Organizations page, click Select File, select the file saved in 5, and click Open.
  7. Click Import to import the organization data.

Application Accounts

  1. Log in to the administrator portal.
  2. On the top navigation bar, choose Settings > Import/Export. By default, you are directed to the Users page.
  3. In the left-hand navigation pane, choose Application Accounts.

    Before importing application accounts, ensure that the application for which you want to import accounts already exists. For details about how to add an application, see Adding an Application.

  4. Click Download template.
  5. Open the downloaded Excel file, add account data to it, and save it.
  6. On the Application Accounts page, click Select File, select the file saved in 5, and click Open.
  7. Click Import to import the application account data.

Shared Accounts

  1. Log in to the administrator portal.
  2. On the top navigation bar, choose Settings > Import/Export. By default, you are directed to the Users page.
  3. In the left-hand navigation pane, choose Shared Accounts.

    Before importing shared accounts, ensure that the application for which you want to import accounts already exists. For details about how to add an application, see Adding an Application.

  4. Click Download template.
  5. Open the downloaded Excel file, add account data to it, and save it.
  6. On the Shared Accounts page, click Select File, select the file saved in 5, and click Open.
  7. Click Import to import the shared account data.

Application Organizations

  1. Log in to the administrator portal.
  2. On the top navigation bar, choose Settings > Import/Export. By default, you are directed to the Users page.
  3. In the left-hand navigation pane, choose Application Organizations.

    Before importing application organizations, ensure that the application to which the organizations to import will belong already exists. For details about how to add an application, see Adding an Application.

  4. Click Download template.
  5. Open the downloaded Excel file, add application organization data to it, and save it.
  6. On the Application Organizations page, click Select File, select the file saved in 5, and click Open.
  7. Click Import to import the application organization data.

Application Resource Items

  1. Log in to the administrator portal.
  2. On the top navigation bar, choose Settings > Import/Export. By default, you are directed to the Users page.
  3. In the left-hand navigation pane, choose Application Resources Items.
  4. Click Download template.
  5. Open the downloaded Excel file, add application resource items to it, and save it.
  6. On the Application Resources Items page, click Select File, select the file saved in 5, and click Open.
  7. Click Import to import the application resource items.
Parent topic: Data Import and Export