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:
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
-
Sign in to the Identity Cloud admin UI using your admin tenant URL, in the format
https://<tenant-name>/am/XUI/?realm=/#/
. -
Go to Identities > Import.
-
Click New Import.
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Select Alpha realm – Users and click Next.
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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
. -
Click Next.
When the import is complete, Identity Cloud displays the number of new, updated, unchanged, and failed imports.
-
Click Done.
View the imported identities
-
In the Identity Cloud admin UI, go to Manage > Identities > Alpha realm - Users.
The newly imported identities appear in the list.
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Click on a newly imported identity to view the details.
Additional resources
Documentation:
Training videos: