Typical workflow for integrating CSV directories

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

Get started with CSV directory integration

Plan your CSV directory integration carefully and understand the prerequisites.

Download and install the Okta Provisioning agent

Install and configure the Okta On-Premises Provisioning agent on the host server.
Manage your CSV directory integration Manage CSV directory provisioning, import, and integration settings to specify how and when user accounts are imported into Okta.