Bulk Entitlement Import
Bulk Entitlement Import lets you add multiple entitlement definitions to a resource at once, either by uploading a CSV file or calling the import API. This creates entitlement types (like roles, groups, or permissions) but doesn't grant them to users.
Before you begin: You need write access to the organization and the target resource. This feature adds entitlement definitions only—use Managing Entitlements to assign access.
Upload a CSV file
Navigate to Resources, select your resource, then open the Entitlements tab. Click the Import button (upload icon) next to the search box.
1. Upload your file
Drag and drop a .csv file or click to browse. Your CSV can use any column headers—you'll map them in the next step.
2. Map columns to entitlement types
Select which columns contain entitlements. For each column, set the entitlement type (defaults to the column header, but you can edit it). For example, map a "Role" column to type "role" or a "Department" column to type "department."
Each unique, non-empty value in a selected column becomes an entitlement of that type. Empty cells and whitespace are ignored.
If columns are separator delimited, you're able to indicate that by choosing a separator.
3. Preview and import
Review the unique values for each type and once happy click Import to add the entitlements. You'll see a confirmation showing how many were imported. Duplicates are automatically skipped.
The system trims whitespace and skips any entitlements that already exist in the resource, so you can safely re-import the same file without creating duplicates.