Import users from a CSV file

You can add new users or update existing users in Okta by uploading a CSV file of user information. This includes validation and error reporting of the imported data.

To access Import Users From CSV :

  1. In the AdminAn abbreviation of administrator. This is the individual(s) who have access to the Okta Administrator Dashboard. They control the provisioning and deprovisioning of end users, the assigning of apps, the resetting of passwords, and the overall end user experience. Only administrators have the Administration button on the upper right side of the My Applications page. Console, go to Directory > People.
  2. Click More Actions, and then choose Import Users From CSV.
  3. In the Import Users from CSV window, click the this template link to download a template CSV file.
  4. The template includes headers for all of the attributes defined in your current Okta User profile, as shown below.

    Universal Directory

    CSV File

  5. Populate the required attribute fields. The first row must contain the header from the file you downloaded from the This Template link. Subsequent rows must contain one user in each row with all relevant information populated in the correct columns.
  6. Upload the CSV file. A validation process ensures that the file is properly formatted.
  7. Correct any errors or note the success message, and then click Next.
  8. In the Import Users from CSV window, choose one of the following:
    • Automatically activate new users – Newly imported users are automatically activated.
    • Do not create a password and only allow login via Identity Provider – Newly imported users are not sent activation emails or prompted to set up an Okta password. This is recommended only for users who will authenticate through an external Identity Provider.
  9. Click Import Users.

Okta validates that the CSV file is formatted correctly and that all attribute requirements are met. A summary lists the number of new users, uploaded users, unchanged users and the number of users that incurred errors. If errors are found, click the Download link to view the error report.

Assign end users to apps from a CSV file

Unless provisioning is enabled, you can assign end usersIn Okta literature, we generally refer to "end users" as the people who have their own Okta home page (My Applications), using apps to authenticate into all of their apps. End users do not have any administrative control. When we refer to "users" we are generally referring to the individual(s) who have administrative control. to a specific 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. through a CSV import. This includes validation and error reporting of the imported data. As with CSV user imports, the CSV template is based on attributes defined in the Profile Editor. You must ensure that the Base attributes required by Okta (username, firstname, lastname and email) are included and mapped to Okta. These attributes should be left with the default data type of String.

  1. In the Admin Console, go to Directory > Profile Editor.
  2. Search to find the relevant app.
  3. Click Profile and, if needed, add the Base attributes (username, firstname, lastname and email). For detailed instructions on adding attributes and mapping to Okta, see Profile Editor.
  4. Add any Custom attributes you want to include in the template.
  5. Map these attributes from the App to Okta.

After you have established the Base and Custom attributes for the particular app, you can generate the .csv file.

  1. In the Admin Console, go to Applications > Applications > <app>.
  2. Click the Import tab.
  1. Click Import from CSV. Note that if the button is labeled Import Now, the app has provisioning enabled.
  2. In the Import Users from CSV window, click the CSV Template link.

The template populates columns for every attribute that is:

  • defined in the AppUser schema for the App in question
  • mapped from the App to Okta

  1. Populate the required attribute fields.
  2. Upload the CSV file. A validation process ensures that it is properly formatted.
  3. Correct any errors or note the success message, and then click Next.
  4. In the Import Users from CSV window, choose one of the following:
    • Automatically activate new users – Newly imported users are automatically activated.

    • Do not create a password and only allow login via Identity Provider – Newly imported users are not sent activation emails or prompted to set up an Okta password. This is recommended only for users who will authenticate through an external Identity Provider.
  5. Click Import Users.

Okta validates that the CSV file is formatted correctly and that all attribute requirements are met. A summary lists the number of new users, uploaded users, unchanged users, and the number of users that incurred errors. If errors are found, click the Download link to view the error report.

The import summary includes detail about any imported users requiring further review or action.

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