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 Provisioning agent

Install and configure the Okta On-Premises Provisioning agent on the host server. Download and install the Okta Provisioning agent
Manage provisioning, import, and integration settings As the needs of your org 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