Getting Your Source of Truth into YeshID

Last updated: July 30, 2026

Your source of truth is the current state of access across your organization — who has an account in which application, today. Getting it into YeshID is the first thing to do once your apps are on your list, and it's the highest-value early step: it turns YeshID from an empty inventory into an accurate map of your current reality.

Source of truth vs. directory. Your directory (Google Workspace, Microsoft, or Okta) tells YeshID who your people are — the identities that log in. Your source of truth tells YeshID what each of those people can access right now — their accounts across your apps. You connect the directory first; then you import current access on top of it.

This doc assumes the app is already on your list. Importing accounts goes into an application, so the app has to exist in YeshID first. If it doesn't, add it — see Adding Applications to YeshID.

What it gives you

  • An accurate picture of current access — YeshID reflects who actually has what, instead of a stale spreadsheet export.

  • A working offboarding step — the remove-from-all-applications task during offboarding can only remove access YeshID knows about, so importing accounts is what makes clean offboarding possible.

  • Audit-ready snapshots — an Audit Campaign starts from the access you've imported.

  • A foundation to build on — once accounts are in, you can connect the app for ongoing sync, make it requestable, and include it in onboarding.

Key terms

Term

What it means

Source of truth

The current state of access across your apps: who has an account in what, today.

Account

A person's presence in a specific application — their identity/login in that tool. YeshID links accounts to people by email.

Import

Bringing an app's existing accounts into YeshID. Distinct from connecting, which sets up an ongoing live integration (though connecting also imports).

Three ways to import current access

Pick the method that fits how cooperative each app is, and start with the first that works.

1. Import via app connection 

Use this when: the app is in YeshID's catalog and connects easily.

  1. Go to Access > Applications and find (or add) the app.

  2. Open its Manage (⋮) menu and choose Connect.

  3. Keep the integration type set to Prebuilt — this means YeshID already has a connector for the app.

  4. Authenticate with the app (for many apps this is an OAuth "Allow" step).

  5. Enable the Import Users action and turn it on.

YeshID imports the accounts and keeps them in sync automatically from then on.

This also sets up a live integration. Because you've connected the app, this method does double duty as Connecting Your Applications. If you want YeshID to also create and deactivate accounts (not just read them), enable those actions too.

2. Import via CSV

Use this when: the app lets you export a user list. YeshID really only needs a column of email addresses.

  1. Export the list of users from your application (most apps have an Export or Download button).

  2. In YeshID, open the app's Manage (⋮) menu and choose Import Users.

  3. In the Import and review users dialog, upload your CSV and select Start Import.

  4. Review the mapped columns. If any rows have problems, you can Skip Error Rows and continue.

  5. Select Complete Import.

Import Users is for apps you haven't connected. A connected app stays current through automatic sync instead — use Re-sync from its Manage menu to pull the latest accounts on demand.

3. Import via screenshot

Use this when: the app has no easy export, but it does show a list of users with email addresses on screen.

  1. Take a screenshot (or up to 5) of the app's user list, making sure email addresses are visible.

  2. In YeshID, open the app's Manage (⋮) menu and choose Import Users.

  3. Drop the images into the Import and review users dialog. YeshID reads them (OCR), combines them, and maps the columns for you.

  4. Review the mapped data and select Complete Import.

Reviewing before it's applied

Every method finishes in the Import and review users step, where you can check how YeshID mapped the columns — and preview the result — before anything is written. Nothing changes in YeshID until you select Complete Import, so it's safe to import, look, and adjust.

How this fits with everything else

  • Adding applications — an app has to be on your Applications list before you can import accounts into it. See Adding Applications to YeshID.

  • Connecting — the app-connection method above is a live integration. For CSV or screenshot imports, you can connect the app later to move from a one-time snapshot to ongoing sync. See Connecting Your Applications.

  • Offboarding — imported accounts are what the remove-from-all-applications offboarding task acts on.

  • Audits — an Audit Campaign snapshots the access you've imported, so importing is a prerequisite for a meaningful review.