CSV directory integration workflow

A workflow is a collection of tasks that you complete in sequence to integrate your CSV directory. The tasks that you complete are listed in the following table.

Task Description Related Topic(s)

Plan your CSV directory integration

To avoid complications, plan your CSV directory integration carefully and understand the prerequisites.

Get started with CSV directory integration

Install and configure the Okta On-Premises 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. agentA software agent is a lightweight program that runs as a service outside of Okta. It is typically installed behind a firewall and allows Okta to tunnel communication between an on-premises service and Okta's cloud service. Okta employs several agent types: Active Directory, LDAP, RADIUS, RSA, Active Directory Password Sync, and IWA. For example, users can install multiple Active Directory agents to ensure that the integration is robust and highly available across geographic locations.

Install and configure the Okta On-Premises Provisioning agent on the host server. Download and install the Okta On-Premises Provisioning agent
Manage provisioning, import, and integration settings As the needs of your orgThe Okta container that represents a real-world organization. change, manage CSV directory provisioning, import, and integration settings to specify how and when user accounts are imported into Okta. Manage your CSV directory integration