---
title: Set up Application
description: "These instructions are for setting up a .**csv based application**. For setting up applications utilizing a connector or flex connector set up, please reference **Connectors** tab on left hand side. - Navigate to **Applications **on the left navigation panel. - Select **Add** ![](https://www.securends.com/wp-content/uploads/2021/09/image-188.png) 1. Select…"
url: "https://www.securends.com/documentation/set-up-application/"
updated: "2025-02-27"
category: Credential Entitlement Management (CEM) / Applications
---

# Set up Application

These instructions are for setting up a .**csv based application**. For setting up applications utilizing a connector or flex connector set up, please reference **Connectors** tab on left hand side.

- Navigate to **Applications **on the left navigation panel.
- Select **Add**

![](https://www.securends.com/wp-content/uploads/2021/09/image-188.png)

1. Select the Data Ingestion as **File Upload** and provide the following Setup Information
2. Enter the **Name** of the Application
3. Select **Match By** logic as **Default(Email or FirstName and LastName)** or **Employee ID**
   - If selecting **Default(Email or FirstName and LastName),** SecurEnds will match users from the application with the provided Email to the System of Record. If the email does not make a match, then SecurEnds can make recommendations via Fuzzy Logic
   - If selecting **Employee** **ID,** SecurEnds will match users from the application with the provided **Employee** **ID** to the System of Record
4. Select Yes or No for** Include Inactive Users**
   - If selecting **Yes,** all the Active status users along with Disabled status users will be added in the Matched users
   - If selecting **No**, then only Active user will be added to the Matched users
5. Select Yes or No for **Include Entitlements**
   - Select **Yes** to load the entitlements on application while syncing
   - Select **No** not to load the entitlements on application while syncing

![](https://www.securends.com/wp-content/uploads/2022/08/App_csv_add-1024x518.png)

1. Select Yes or No for **Create Ticket**
   - If you do want a ticket generated select **Yes**
   - If you do not want a ticket generated select **No**
2. If Yes is selected for ticket generation then include the following information:
   - If you would like to default to the Global Configuration of ticket setup then check the box next to **Global Configuration**
   - Select the Action as **Jira, ServiceNow, TrackIT, Zendesk, Ivanti, or Email**
   - Enter information on the user that should be assigned the ticket when generated
   - If you would like to exclude approved actions from the ticket, then check the “Do not display approved elections within generated Ticket/Email”
3. Select **Save**

![](https://www.securends.com/wp-content/uploads/2022/08/email_ticketing-1024x448.png)

- Begin importing your file by selecting **Import **while hovering over the actions box next to the name of the application

![](https://www.securends.com/wp-content/uploads/2021/09/image-190.png)

![](https://www.securends.com/wp-content/uploads/2021/09/image-123.png)

- Drop or upload your file within the window
- Confirm the file was successfully imported
- Select **Next**

![](https://www.securends.com/wp-content/uploads/2021/09/image-124.png)

- Under **Matching Identifier **select the unique identifier you are utilizing to match with the System of Record
- Next, review the column headers under the SecurEnds Properties and begin matching the column headers from the drop downs to match with the columns in the imported file.
  - Make note of the required columns marked with a red star
- Review the validation criteria to confirm that the file passed all requirements
  - File Validations can be seen with Status and Comments
  - For any “Fails”, please revisit your file to make corrections before uploading the file again
- Select **Import**

![](https://www.securends.com/wp-content/uploads/2021/09/image-125.png)

- Upon selecting **Import** you should receive a **Success** screen
- Please review the record counts
- If any records were skipped, then you can select the number shown and export a CSV file containing information on the reason for the skipped record

![](https://www.securends.com/wp-content/uploads/2021/09/image-126.png)