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Upload Account entitlement association using Schema based import

NirajSaraf
New Contributor II
New Contributor II

Hi Team,

We are trying to upload account entitlement association using schema-based import. We are following the below documentation:

Uploading Accounts and Associated Entitlements Using Schema Upload (saviyntcloud.com)

We cannot find a column for mentioning the associated entitlement in CSV.

Is there any way to upload account entitlement association using schema-based import?

Thanks.

2 REPLIES 2

SumathiSomala
All-Star
All-Star

@NirajSaraf i have attached sample csv  change asper your requirement.

SAV file: QAccounts.sav 

SystemName=Q2
FileNameStartswith=Account
ENTITLEMENT_TYPE=CSR Role
DELETEACCOUNTENTITLEMENT=NO
OVERWRITE_USER_ASSIGNED=TRUE
ACCOUNT_NOT_IN_FILE_ACTION=NOACTION
IGNOREFIRSTLINE=TRUE
FILEIMPORTDELIMETER=,
SECURITYSYSTEM_NOT_AVAILABLE=NOACTION
ENDPOINT_NOT_AVAILABLE=NOACTION
ENT_TYPE_NOT_AVAILABLE=CREATE
ENT_VAL_NOT_AVAILABLE=CREATE
USERNAME,DISPLAYNAME,ACCOUNTNAME,ENDPOINTNAME,STATUS,CSR Role

 

Here CSR Role is entitlements type  .

If you have multiple entitlements types you can use as comma separated like a,b,c

 

If this reply answers your question, please accept it as a solution.

 

Thank you.

Regards,
Sumathi Somala
If this reply answered your question, please Accept As Solution and give Kudos.

DixshantValecha
Saviynt Employee
Saviynt Employee

Hi @NirajSaraf,

Please let us know if the sample csv change as per your requirement is working as mentioned by @SumathiSomala.