> For the complete documentation index, see [llms.txt](https://docs.balkan.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.balkan.id/agents/onboarding-agents/uploading-agents-by-csv.md).

# Uploading Agents by CSV

### Overview

Use **Upload CSV** when you need to import or update many agents in bulk.

CSV upload is useful when:

* You maintain an inventory of bots, workflows, or automation actors outside BalkanID
* You want to backfill owners and agent types for a large set of agents
* You need to update previously uploaded manual agents

### Before You Begin

* Agents (Early Access) must be enabled for your tenant.
* You must be an Administrator or Risk Manager.
* The **Agents CSV** application must be installed and active for your tenant. If it is not available, BalkanID shows: *Please install the Agents CSV app and try again*. Contact Customer Support if you need it enabled.

### CSV fields

Map your file columns to the following fields during upload:

| **Field**              | **Required** | **Description**                                                             |
| ---------------------- | ------------ | --------------------------------------------------------------------------- |
| **Name**               | Yes          | Display name of the agent                                                   |
| **Owner**              | Yes          | Work email of the employee accountable for the agent                        |
| **Agent Type**         | Yes          | Agent type value used in your tenant (for example, automation, bot)         |
| **Agent ID**           | No           | BalkanID agent id — provide on re-upload to update an existing manual agent |
| **Source System Type** | No           | How the source system classifies the agent                                  |
| **Source ID**          | No           | Stable identifier for the agent in the source system                        |
| **Status**             | No           | Lifecycle status (for example, active or inactive)                          |
| **Description**        | No           | Notes about what the agent does                                             |
| **Risk**               | No           | Risk tier: High, Medium, or Low (defaults to Medium if omitted)             |

### Procedure

1. Login to the BalkanID application and switch to the tenant where you want to upload agents.
2. Head to **Configure → Agents**.<br>

   <figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FN4RkUQfGF6Whd6poKHQ7%2Fupload%20agents.png?alt=media&amp;token=a3bb987d-eb21-44a2-828d-3e842a14e6f6" alt=""><figcaption></figcaption></figure>
3. Click **Upload CSV**.
4. In the **Agents upload** drawer, upload your `.csv` file.
5. Review the column mapping. Confirm required fields (**Name**, **Owner**, **Agent Type**) are mapped correctly.<br>

   <figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FckpOaMBq9wEUuRAkyO4y%2Fimage.png?alt=media&amp;token=6b074b7a-e8e8-43ed-89ff-755306df6daf" alt=""><figcaption></figcaption></figure>
6. Click **Save changes**.

### Result

BalkanID processes the upload asynchronously. When complete, the agents appear on the **Agents** page with the mapped owners, types, and metadata.

To update an existing manual agent on a later upload, include its **Agent ID**.


---

# Agent Instructions
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