Create a CSV Access Source

Use a CSV source when a system does not have a supported connector or when you need to review a controlled export. the platform stores CSV with the source and analyzes it every time the source is included in a campaign.

Prepare the CSV

The column email is required; all other supported columns are optional.

Column	Value
email	Account email address. rows with an empty email are ignored.
full_name	Person or service-account name.
role	One role value.
job_title	Account holder’s job title.
is_admin	true for an administrator; any other value is treated as false.
active	true for an active account; any other value is treated as false.
external_id	Stable identifier from the source system.
account_type	Use SERVICE_ACCOUNT for a non-human account.

Column names are insensitive to cases, and surrounding spaces are ignored.

email,full_name,role,job_title,is_admin,active,external_id,account_type
alex@example.com,Alex Morgan,Member,Engineer,false,true,user-1042,
deploy@example.com,Production deploy,Deployer,,true,true,svc-17,SERVICE_ACCOUNT

Attention

For is_admin and active, the platform only treats true as true; values such as yes, 1 and active are treated as false.

Create the Source

1. On the platform, go to Access Reviews > Sources.
2. Click Add source, find CSV, and click Open.
3. Enter a descriptive source Name.
4. Add the entire CSV, including the header line, to the CSV Data.
5. Click Create.

The source is now available when create a campaign.

Use a New Export

A campaign reads the CSV stored in the source when the campaign starts. To review a more recent export, update or replace the source data before starting the next campaign.

Subsequent changes to sources do not rewrite entries or decisions in an existing campaign.

The console is not currently editing a CSV source. Delete the old source and create a new one with the updated export or use ___ZBT_I18N_RUNTIME_BLOCK_192__ from CLI.

Troubleshooting

• The campaign reports a missing email column. Add a title email. The spelling must match, although the capitalization does not matter.
• A row is missing. The platform passes the rows whose email value is empty.
• An account has the wrong status or admin value. Use true or false. Only true is recognized as true.
• A service account appears as a person. Set account_type to SERVICE_ACCOUNT.
• A role is incomplete. The CSV format supports only one value role per row. Use a concise combined tag if the export contains multiple roles.