---
title: Set up SOR
description: "##### **SOR Setup for a CSV File** - Navigate to **System of Record** on the left navigation pane.  - Select **Add**. ![](https://www.securends.com/wp-content/uploads/2021/09/image-184-1024x229-1.png) - Select the Data Ingestion as **File Upload** and provide an **Application Name**. - Please note that once the…"
url: "https://www.securends.com/documentation/set-up-sor/"
updated: "2025-02-27"
category: Credential Entitlement Management (CEM) / System of Record (SOR)
---

# Set up SOR

##### **SOR Setup for a CSV File**

- Navigate to **System of Record** on the left navigation pane. 
- Select **Add**.

![](https://www.securends.com/wp-content/uploads/2021/09/image-184-1024x229-1.png)

- Select the Data Ingestion as **File Upload** and provide an **Application Name**.
  - Please note that once the application has been created, the name cannot be modified or duplicated within other applications.
- Select **Save**.

![](https://www.securends.com/wp-content/uploads/2021/09/image-14.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-186-1024x473-1.png)

- Click on the sample .csv to download the file with appropriate column headers.

 [Sample_File_System_of_Record](https://www.securends.com/wp-content/uploads/2021/11/Sample_File_System_of_Record.csv)[Download](https://www.securends.com/wp-content/uploads/2021/11/Sample_File_System_of_Record.csv)

- Additional columns that can be added after the last column within the sample CSV:
  - Employee Title
  - Department
  - Location
  - Org Unit
  - Employee_Type
  - Employee_ID
  - Count
  - Terminated Date
- You can also add other custom columns after the last column within the sample CSV if there is a need to include additional data other than the above.
- Review the sample .csv file provided and once you have confirmed your file meets the sample standards (exact headers) either drop or upload your file in the designated area.

![](https://www.securends.com/wp-content/uploads/2021/09/image-17.png)

- Map the column headers from the CSV file to the SecurEnds properties.
- Review the validation criteria to confirm that the file passed all requirements.
  - Total Records shows the total count of records in the uploaded file.
  - 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/2022/08/SOR_CSV_ImportMapping.png)

- Upon selecting **Import** you should receive a **Success** screen.

![](https://www.securends.com/wp-content/uploads/2021/09/image-187-1024x397-1.png)

- Please review the record counts.
- If any records were skipped, then you can click the number shown, it will download a .csv file.
- The exportable .csv file will show which records were skipped and why.
- Fix any issues with skipped records, updated the records and re-upload the file in provided format.