Import Sources From a CSV File

Import CSV on the Sources page creates sources in bulk from a CSV file. One file can mix every source type: each row names its type and fills in only the columns that type needs. The file refers to service accounts by name, so it never contains a password, secret, or key.

The import validates every row before it creates anything, imports the rows that pass, and hands you a report of the rows it skipped so you can fix them and import the report.

Before You Start

• Create the service accounts the sources need. The import skips any row that names a service account that doesn't exist.
• Check the connection requirements for each type on its page: SMB file servers (the File Server source type), Active Directory, Entra ID, and Microsoft 365 (the SharePoint Online source type). The import doesn't test connections; it only creates the sources.
• Keep the file to 5 MB and 5,000 data rows at most. Split larger inventories into several files.

Users with the Viewer role don't see the Import CSV button.

Import a File

1. Go to Configuration > Sources.

2. Click Import CSV.

3. Click Download CSV template if you want a starting point. The template has the header row and one example row per source type.

   

4. Drop your file on the upload area, or click the area to browse for it. The upload accepts only .csv files.

5. Review the preview. Each row shows a Status of Valid or Error. Error rows appear first, with the reason in the Problem column. The summary above the table shows how many rows the import creates and how many it skips.

6. Click Import N valid rows, where N is the number of rows that passed. To start over instead, click Choose a different file.

7. Keep the dialog open while the progress bar runs.

8. Check the result. It shows how many sources the import created. If any rows failed, it also shows how many it skipped and a Download skipped rows report link.

9. Click Done.

If you try to close the dialog before the import finishes, a warning says If you close now, this import will be discarded. Click Stay to continue or Discard import to abandon it.

File Format

The file is a standard CSV with a header row. The import matches header names after trimming and lowercasing them, so Name, name, and NAME all work and column order doesn't matter. It ignores columns it doesn't recognize, trims every cell, and skips empty lines. Only name and type are required columns; leave out any other column when no row needs it.

Columns

Column	Required	Used by	Notes
name	Yes	All types	Must be unique among existing sources and within the file, ignoring case.
type	Yes	All types	The source type; see Values for type.
description	No	All types	Free text.
service_account	No	All types	The name of an existing service account, matched ignoring case. Leave empty to assign one later.
labels	No	All types	key=value pairs separated by ;, for example env=production;team=finance. Same rules as labels set on a source: one value per key, at most 50 labels, no =, ;, or , inside a key or value.
host	For File Server and Active Directory	File Server, Active Directory	Hostname or IP address of the SMB server or domain controller.
port	For Active Directory	File Server, Active Directory	Port number. Optional for File Server, where an empty cell means 445. Required for Active Directory: 389 for LDAP, or 636 for LDAPS.
domain	For Active Directory	File Server, Active Directory	Windows domain or workgroup name for File Server; DNS name of the domain for Active Directory.
ignore_ssl_errors	No	Active Directory	true or false, ignoring case. Empty means false.
tenant_id	For Entra ID	Entra ID	The directory (tenant) ID.
azure_cloud	No	Entra ID, SharePoint Online	AzurePublic, AzureUsGovernmentGcc, AzureUsGovernmentGccHigh, AzureUsGovernmentDoD, or AzureChina. The default is AzurePublic.
sharepoint_domain	For SharePoint Online	SharePoint Online	The SharePoint Online domain, such as contoso.sharepoint.com.

The header row in the downloaded template is the authoritative list of connection columns for your installation.

Values for type

Each type accepts its record name, its underscore alias, or the display name shown in Access Analyzer. Matching ignores case. The record name is the safest choice because the template uses it.

Source type	Record name	Alias	Display name
File Server	cifs	file_server	File Server
Active Directory	active-directory	active_directory	Active Directory
Entra ID	entra-id-ccf	entra_id	Entra ID
SharePoint Online	sharepoint-online-ccf	sharepoint_online	SharePoint Online

Examples

Each example uses only the columns its type needs. You can include the full header from the template instead and leave the unused cells empty.

File Server

file-servers.csv

name,type,description,service_account,labels,host,port,domain
Finance file server,cifs,HQ finance shares,fs-scan,env=production;team=finance,fs01.corp.example.com,445,CORP
HR file server,cifs,,fs-scan,env=production;team=hr,fs02.corp.example.com,,CORP
Lab NAS,cifs,Engineering lab,lab-scan,env=dev;team=engineering,10.20.30.40,,WORKGROUP

Active Directory

domains.csv

name,type,description,service_account,labels,host,port,ignore_ssl_errors,domain
Corp domain,active-directory,Production forest root,ad-reader,env=production,dc01.corp.example.com,389,false,corp.example.com
Lab domain,active-directory,,ad-reader-lab,env=dev,dc01.lab.example.com,636,true,lab.example.com

Entra ID

tenants.csv

name,type,description,service_account,labels,tenant_id,azure_cloud
Contoso Entra ID,entra-id-ccf,,entra-app,env=production,00000000-0000-0000-0000-000000000000,AzurePublic

SharePoint Online

sharepoint.csv

name,type,description,service_account,labels,sharepoint_domain,azure_cloud
Contoso SharePoint,sharepoint-online-ccf,Includes OneDrive,spo-app,env=production;data=confidential,contoso.sharepoint.com,AzurePublic

Mixed

sources.csv

name,type,description,service_account,labels,host,port,domain,ignore_ssl_errors,tenant_id,azure_cloud,sharepoint_domain
Finance file server,cifs,HQ finance shares,fs-scan,env=production;team=finance,fs01.corp.example.com,445,CORP,,,,
Corp domain,active-directory,,ad-reader,env=production,dc01.corp.example.com,389,corp.example.com,false,,,
Contoso Entra ID,entra-id-ccf,,entra-app,env=production,,,,,00000000-0000-0000-0000-000000000000,AzurePublic,
Contoso SharePoint,sharepoint-online-ccf,,spo-app,env=production,,,,,,AzurePublic,contoso.sharepoint.com

Validation

File-Level Errors

These stop the import before the preview:

Message	Fix
The file couldn't be read. Check that it is a valid CSV.	Save the file as plain CSV. Check for unbalanced quotes.
Missing required column: name. / Missing required column: type.	Add the column to the header row.
The file contains no data rows.	Add at least one row under the header.
File exceeds 5,000 rows.	Split the file.

Row-Level Errors

The import checks each row in the following order and shows only the first problem it finds in the Problem column. Fixing that problem can reveal the next.

Message	Meaning
Name is required.	The name cell is empty.
Unknown type "X". Use one of: …	The type cell matches no source type. The message lists the record names.
Missing required field: host. (or another column)	A required connection column for that type is empty.
"X" isn't a valid hostname or IP address.	The host cell fails the hostname and IPv4 checks. Other fields show their own format message.
ignore_ssl_errors must be true or false.	A boolean column holds something other than true or false.
Duplicate name — first used on row N.	Another row in the file uses the same name, ignoring case.
A source named "X" already exists.	A source with that name exists in Access Analyzer.
Service account "X" not found.	No service account has that name.
Invalid labels — use key=value pairs separated by ";".	A pair in labels is malformed or contains a forbidden character.
Duplicate label key "X" — a key can have only one value.	The same key appears twice in labels.
At most 50 labels per source.	Too many pairs in labels.

Partial Success and the Skipped Rows Report

An import never fails as a whole because of one bad row. The import leaves out rows marked Error in the preview and creates the valid rows. A row that passes the preview can still fail when the import saves it, for example if someone created a source with the same name in the meantime. The result counts that row as skipped, and the skipped rows report shows it with a Server error: message.

The skipped rows report is a CSV with the same columns as your file plus a final error column holding the message for each row. Fix the cells and import the report as it is; the import ignores the error column like any other column it doesn't recognize. Because the rows that succeeded aren't in it, importing it again creates no duplicates.