Adding a Cloud CSV synchronization folder

2026-04-23Last updated

To synchronize identities between third-party systems and Genetec ClearID™ using a CSV file, you must add a Cloud CSV synchronization folder in the ClearID portal.

What you should know

  • You must be an Account administrator to configure Cloud CSV management settings.
  • The Genetec ClearID Local Agent monitors the selected folder and synchronizes identities when new CSV files are detected.
  • The ClearID portal must be opened in a browser running on the same machine where the CSV files and local agent reside.

Procedure

  1. In the ClearID web portal, click Administration > Identity synchronization .
  2. Select the Cloud CSV configuration you want to configure from the list.
  3. In the Synchronization folder section, click .
  4. Search for and select a folder in the file explorer.
The folder path is added to the portal so that it can be referenced by the Local Agent.

After you finish

Provide the system with an example of your data structure so it can read your columns and headers.