Use case: Bulk import identities into ForgeRock Identity Cloud

Author:

Lucy Billington

Created at:

Dec 2022

Updated at:

Jan 2023

Use case overview

This use case demonstrates how to import identities into ForgeRock Identity Cloud from a CSV file. This is useful when you want to add a large number of identities to a role or assignment in a single operation.

Before you can import the identities, you’ll need to prepare a CSV file containing the identity profiles in the correct format.

Steps to achieve this use case

Prepare the CSV file

Prepare a CSV file with the identity profiles you want to import. The file must comply with this CSV template example:

"userName","givenName","sn","mail","description","accountStatus","telephoneNumber","postalAddress","city","postalCode","country","stateProvince",
"preferences/custom_loyalty","preferences/custom_security","preferences/marketing","preferences/updates"

For information on generating the CSV template file, see Import bulk data.

Other requirements for a successful CSV file import include:

  • Use commas as separators. Any other separator may cause errors.

  • Include the required attributes from the managed object schema in the CSV file.

  • Leave optional properties blank in the CSV file.

An example Excel file using the CSV file template will look similar to this:

https://backstage-community-prod.storage.googleapis.com/original/2X/9/9ab4ab230e1a178f4b8c1c70ed378e34e454321b

Note that there are separate columns for “preferences/marketing” and “preferences/updates”, which are set using true and false values. These values determine, per record, whether or not the associated preference will be enabled during the bulk import.

NOTE: Imported accounts will require self-service password reset or pass-through authentication.

Bulk import identities from the CSV file

  1. Sign in to the Identity Cloud admin UI using your admin tenant URL, in the format https://<tenant-name>/am/XUI/?realm=/#/.

  2. Go to Identities > Import.

  3. Click New Import.

  4. Select Alpha realmUsers and click Next.

    https://backstage-community-prod.storage.googleapis.com/original/2X/b/b7f4f418713ad908f54f3e70a174a5a57bdbfe67

  5. Enter the name of the CSV file to upload, and choose a property Identity Cloud will use to match an entry in the CSV file to an identity profile. In this case, we’re using UserName.

    https://backstage-community-prod.storage.googleapis.com/original/2X/4/4c8890532329c597cf7dc333c5ce690903c1bfc7

  6. Click Next.

    When the import is complete, Identity Cloud displays the number of new, updated, unchanged, and failed imports.

    https://backstage-community-prod.storage.googleapis.com/original/2X/1/1b69dfffcb77acfb3032f7a53ab4e2a8bb7ea3f9

  7. Click Done.

View the imported identities

  1. In the Identity Cloud admin UI, go to Manage > Identities > Alpha realm - Users.

    The newly imported identities appear in the list.

    https://backstage-community-prod.storage.googleapis.com/original/2X/8/88bb6ead90e7bdf4b5110f564ef842785594d495

  2. Click on a newly imported identity to view the details.

    https://backstage-community-prod.storage.googleapis.com/original/2X/c/cecaee3483bdaca792beece94063799cf6e4c582