# Create a CSV Access Source

Use a CSV source when a system has no supported connector or when you need to review a controlled export. Probo stores the CSV with the source and parses it each time the source is included in a campaign.

## Prepare the CSV

The first row must contain column names. The `email` column is required; all other supported columns are optional.

| Column         | Value                                                                                                          |
| -------------- | -------------------------------------------------------------------------------------------------------------- |
| `email`        | Account email address. Rows with an empty email are skipped.                                                   |
| `full_name`    | Person or service-account name.                                                                                |
| `role`         | One role value.                                                                                                |
| `job_title`    | Account holder's job title.                                                                                    |
| `is_admin`     | `true` for an administrator; every other value is treated as `false`.                                          |
| `active`       | `true` for an active account; every other value is treated as `false`. Omit the column when status is unknown. |
| `external_id`  | Stable identifier from the source system.                                                                      |
| `account_type` | Use `SERVICE_ACCOUNT` for a non-human account. Every other value is treated as a user account.                 |

Column names are case-insensitive and surrounding spaces are ignored. Extra columns are ignored.

```csv
email,full_name,role,job_title,is_admin,active,external_id,account_type
alex@example.com,Alex Morgan,Member,Engineer,false,true,user-1042,
deploy@example.com,Production deploy,Deployer,,true,true,svc-17,SERVICE_ACCOUNT
```

:::caution
Check boolean values before creating the source. For `is_admin` and `active`, Probo treats only `true` as true; values such as `yes`, `1`, and `active` are treated as false.
:::

## Create the Source

1. In Probo, go to **Access Reviews** > **Sources**.
2. Click **Add source**, find **CSV**, and click **Open**.
3. Enter a descriptive source **Name**.
4. Paste the complete CSV, including its header row, into **CSV Data**.
5. Click **Create**.

The source is now available when you [create a campaign](/docs/product/access-review/campaigns).

## Use a New Export

A campaign reads the CSV stored on the source when the campaign starts. To review a newer export, update or replace the source data before starting the next campaign.

Starting a campaign creates a snapshot. Later source changes do not rewrite entries or decisions in an existing campaign.

The console does not currently edit a CSV source in place. Delete the old source and create a new one with the updated export, or use `prb access-review source update` from the [CLI](/docs/developers/cli/commands/access-review).

## Troubleshooting

- **The campaign reports a missing email column.** Add an `email` header. The spelling must match, although capitalization does not matter.
- **A row is missing.** Probo skips rows whose email value is empty.
- **An account has the wrong status or admin value.** Use `true` or `false`. Only `true` is recognized as true.
- **A service account appears as a person.** Set `account_type` to `SERVICE_ACCOUNT`.
- **A role is incomplete.** The CSV format accepts one `role` value per row. Use a concise combined label if the export contains several roles.