Configure the CSV directory integration import settings

You can set up regular imports on the CSV Directory appAn abbreviation of application. Essentially, it is a web-based site used to perform any number of specific tasks, and requires authentication from end users by signing in. page.

  1. Make sure that your CSV file is properly formatted, and corresponds with the attributes you configured in Profile Editor.
    • Comma is the only delimiter that is currently supported. If a value for a specific field has a comma present (for example, 1 Main Street, Boston, MA), those comma values can be ignored by placing neutral quotes (" ") around them (1 Main Street"," Boston"," MA).
    • The Unique Identifier must be included within your set of attributes imported from the CSV file. The headers within your CSV must be an exact match with the variable names that correspond to those attributes you want to map from the CSV file to the Okta user.
  2. Go to Directory > Directory Integrations and find your CSV Directory app.
  3. Select ProvisioningProvisioning is the enterprise-wide configuration, deployment, and management of multiple types of IT system resources. Specifically, provisioning provides users access to equipment, software, or services. This involves creating, maintaining and deactivating required business process automation objects and attributes in systems, directories, and applications. > To Okta.
  4. You can configure matching rules, configure username generation rules, and determine if you want these users mastered from the CSV Directory app. You can also schedule recurring imports.

    Note: If Profile Mastering is enabled, then the attributes imported from the CSV are not editable within Okta.

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