Import users from a CSV file

You can create and update users in Okta by uploading a CSV file containing user information. This includes validation and error reporting of the imported data. You can use this method to add new users and to update changes to existing users.

To access Import Users From CSV , do the following:

  1. Select Directory > People in the Okta 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.
  2. Click More Actions and choose Import Users From CSV.
  3. The Import Users from CSV dialog box appears. Note the this template link.

  4. Click the this template link to download a template CSV file to populate your user information. The template includes headers for all the attributes defined in your current Okta User profile, as shown below.
  5. Universal Directory

    CSV File

  6. Populate the required attribute fields as needed. The first row must contain the header from the file you downloaded from the This example link. Subsequent rows must contain one user in each row with all relevant information populated in the correct columns.
  7. Upload the CSV file. Once uploaded, the file goes through a validation process to ensure that it is properly formatted. The system notifies you if errors occur.
  8. Correct any errors or note the success message and click Next.
  9. The Import Users from CSV dialog appears.

    • Automatically activate new users – Automatically activates newly imported users.
    • Do not create a password and only allow login via Identity Provider – Users are not sent activation emails, nor prompted to set up an Okta password. Only recommended for users who will authenticate via an external Identity Provider.
  10. Note the import options, then click the Import Users button.

Okta validates the CSV file, chiefly checking that it was formatted correctly and that all attribute requirements are met. Once completed, a summary is displayed and 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 chiclets 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. via 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. From the Administrative Dashboard, go to Directory > Profile Editor.
  2. Search to find the relevant app.
  3. Click the Profile button 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. Include any Custom attributes you wish to include in the template.
  5. Map these attributes from the App to Okta.

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

  1. From the Administrative Dashboard, go to Applications > Applications > <app>.
  2. Click the Import tab.
  1. Click the Import from CSV button.

Note: If the button says Import Now, the app has provisioning enabled.

The Import Users from CSV dialog box appears. Click the CSV Template link to download a template CSV file to populate your user information.

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 as needed.
  2. Upload the CSV file. Once uploaded, the file goes through a validation process to ensure that it is properly formatted. The system notifies you if errors occur.
  3. Correct any errors or note the success message and click Next.

The Import Users from CSV dialog appears:

  • Automatically activate new users – Automatically activates newly imported users.
  • Do not create a password and only allow login via Identity Provider – Users are not sent activation emails, nor prompted to set up an Okta password. Only recommended for users who will authenticate via an external Identity Provider.
  1. Note the import options, then click the Import Users button.

    Okta validates the CSV file, chiefly checking that it was formatted correctly and that all attribute requirements are met. Once completed, a summary is displayed and 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.

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