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Manually uploading your personnel with a CSV file
Manually uploading your personnel with a CSV file
Ashley Hyman avatar
Written by Ashley Hyman
Updated over a week ago

HERE'S WHY

If your company uses an Identity Provider (IdP) that Drata doesn't support, you can simply export your data from your IdP (on-prem or cloud-hosted) into a CSV file. Make sure the fields are named and formatted to the spec below and upload into Drata.

Now, if anyone has onboarded since your last CSV upload or is no longer with your organization, you'll want to regenerate a new CSV file and upload that to have Drata sync your personnel.

BEFORE DIVING IN

Only Available Upon Request

This feature is only available upon request, and must be enabled on your account. Drata can work with you to understand if this is the best option to sync your personnel. Please reach out to your account team or our Technical Support team if you want to utilize this option.

Understanding the CSV fields and expected formats

Here is a template to follow, so you can see an example of the headers, and fields.

Ensure that the CSV follows the following table:

Column Name

Field Type

Required

Max Length

Description

id

string

yes

191

Primary ID in the IdP

Accepted values:

first_name

string

yes

191

First name of user

Accepted values:
Alphanumeric with special characters (space, ', -, I, ., ,, +, :, _, #, &, /, (, [)

last_name

string

yes

191

Last name of user

Accepted values:
Alphanumeric with special characters (space, ', -, I, ., ,, +, :, _, #, &, /, (, [)

email

string

yes

191

Email of the user

avatar_url

string

no

768

Full public URL to the user's avatar image

is_contractor

boolean or binary

yes

16

Indicate if user is a contractor

Accepted values:

1, 0, yes, no, true, false (case-insensitive)

mfa

boolean or binary

yes

16

Indicate if user enabled MFA for their IdP

Accepted values:

1, 0, yes, no, true, false (case-insensitive)

job_title

string

no

191

Job title of the user

Accepted values:
Alphanumeric with special characters (space, ', -, I, ., ,, +, :, _, #, &, /, (, [)

customer_id

string

no

191

Alternate ID for the user

Accepted values:

created_at

date

yes

191

Date the user was created in the IdP

Accepted values:
ISO 8601 (strict or not), American US date format, RFC 3339.

Not Accepted values:
European date format (day-Month-year), written out long or short date format (Thursday, January, 18th), Epoch Time

  • The following list showcases the acceptable dates for the created_at column.

    • ISO 8601 example: 2019-10-31 09:00:00

    • American US Date example: 01/18/2022

    • RFC 3339 example: 2022-01-18T15:30:00Z

  • If the customer_id has a leading zero, Excel might remove the leading zero. Please closely evaluate your values before import.

CSV Upload Issues

If you run into issues when uploading your CSV, an email will be sent out to you with the subject line: [Drata] CSV IdP Upload Issues..." which contains the issues that the CSV file has. Resolve the issues and re-upload the CSV file.

The most common issues are: incorrect file, mislabeled column headers, or field formatting issues (example: email missing @).

Authentication

This data is used to seed your personnel on Drata, the identities of your workforce. To have your personnel authenticate into their "My Drata" page, you'll need to connect your authentication system to our Enterprise Single Sign-On connection.

  • NOTE: You must have an Identity Provider (IdP) connected to Drata first, before making an SSO connection for sign-in. All Drata logins, including admins, are enforced by and restricted to what syncs from the IdP. If you connect SSO before an IdP, you will be locked out of Drata. In that case, please reach out to our Technical Support team for assistance in restoring account access.

HERE'S HOW

Follow these instructions to upload a manual CSV for your personnel:

  1. Click on "Connections" in the lower left corner.

2. Click "Connect" for Manual import (CSV).

3. A drawer will expand from the right side of the screen. Follow the prompts on the drawer. First download the CSV template, add all of your personnel, then upload your CSV and click on the "Save & Test Connection" button.

4. Your Identity Provider is now set!

5. To upload a new CSV file to update your personnel on Drata, just click on the "Edit Setup Details" icon in the connection drawer to be taken to the upload form again.

Troubleshooting

If you run into uploading issues, most likely it's formatting issues in your CSV. You will see an error message like this:

Please reach out to the Customer Success Team with any questions.

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