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Connecting to other systems
Learn how to connect ClearID to other systems.
Synchronizing identities using Cloud CSV
To synchronize attributes from CSV files into Genetec ClearID™ identity attributes, you can use the web portal's Cloud CSV synchronization.
Configuring identity synchronization using Cloud CSV
Before you can synchronize identities from a CSV file to Genetec ClearID™, you must first configure Cloud CSV synchronization in the ClearID portal.
Setting up the Cloud CSV local agent
To synchronize data between CSV files and Genetec ClearID, you must install the Genetec ClearID Local Agent. The local agent creates an API integration that monitors your CSV file for changes in identity information.

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Connecting to other systems
Learn how to connect ClearID to other systems.
- Authenticating your connection
  Before you can connect with Genetec ClearID™ to synchronize data or issue API commands, you must first authenticate your applications (or API environment) so that your applications or API can communicate with ClearID.
- Setting up data synchronization
  Setting up data synchronization in Genetec ClearID™ involves learning some concepts, configuring the synchronization solution for your identity data, and the webhook integration options that are relevant for your organization.
- Synchronizing identities using Microsoft Entra ID
  To synchronize external system attributes into Genetec ClearID™ identity attributes, you can use the web portal's integrated Microsoft Entra ID synchronization.
- Synchronizing identities using Cloud CSV
  To synchronize attributes from CSV files into Genetec ClearID™ identity attributes, you can use the web portal's Cloud CSV synchronization.
  - About Cloud CSV synchronization
    Cloud CSV synchronization is the integrated tool for managing and synchronizing identity information from exported CSV files in Genetec ClearID™.
  - Configuring identity synchronization using Cloud CSV
    Before you can synchronize identities from a CSV file to Genetec ClearID™, you must first configure Cloud CSV synchronization in the ClearID portal.
    - Adding a new Cloud CSV synchronization configuration
      To synchronize identities between CSV files and Genetec ClearID™, you must first add a new Cloud CSV synchronization configuration in the ClearID portal.
    - Setting up the Cloud CSV local agent
      To synchronize data between CSV files and Genetec ClearID, you must install the Genetec ClearID Local Agent. The local agent creates an API integration that monitors your CSV file for changes in identity information.
    - Adding a Cloud CSV synchronization folder
      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.
    - Uploading a CSV template
      To map identity and credential data and define how that data flows between CSV files and Genetec ClearID™, you must upload a CSV template.
    - Configuring the Cloud CSV identity field mappings
      To define how identity data flows between CSV files and Genetec ClearID™, you must configure your identity field mappings.
    - Configuring the Cloud CSV credential field mappings
      To define how credential data flows between CSV files and Genetec ClearID™, you must configure your identity field mappings.
    - Configuring Cloud CSV advanced configurations
      If your CSV file uses a different encoding standard, you can specify the delimiter and format used so that the Genetec ClearID Local Agent can detect data changes in the file.
    - Configuring Cloud CSV management settings
      To control how and when information is synchronized from CSV files to Genetec ClearID™, you can configure the management settings in the ClearID portal.
  - Synchronizing identity information from multiple CSV files
    To synchronize different identity information from more than one CSV file, you can create additional Cloud CSV synchronizations.
  - Viewing Cloud CSV synchronization logs
    You can consult the Cloud CSV synchronization logs to review all synchronization-related activities for auditing or troubleshooting purposes.
- Synchronizing identities using an API
  Use the Genetec ClearID™ API to code your own solutions to automate various functions in ClearID. The primary use for the REST API is synchronizing identities, however many other scenarios are also possible.
- Synchronizing identities using the SCIM integration
  To synchronize external system attributes from a supported identity provider into Genetec ClearID™ identity attributes, you can use the System for Cross-domain Identity Management (SCIM) integration. These identity attributes can then be used in ClearID to assign people to roles and automate role-based access control.
- Synchronizing identities using One Identity
  Use the Genetec ClearID™ One Identity Synchronization Tool to synchronize external system attributes into Genetec ClearID™ identity attributes. These identity attributes in ClearID can then be used to assign people to roles and automate role-based access control.
- Synchronizing identities using LDAP
  Use the Genetec ClearID™ LDAP Synchronization Agent to synchronize Active Directory (AD) Lightweight Directory Access Protocol (LDAP) attributes into Genetec ClearID™ identity attributes. These identity attributes in ClearID can then be used to assign people to roles and automate role-based access control.
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Glossary

Setting up the Cloud CSV local agent

2025-11-13

To synchronize data between CSV files and Genetec ClearID, you must install the Genetec ClearID Local Agent. The local agent creates an API integration that monitors your CSV file for changes in identity information.

Before you begin

Add a new Cloud CSV synchronization configuration to ClearID.

What you should know

You must be an Account administrator to install the Genetec ClearID Local Agent.
The latest .NET Framework is required to run Genetec ClearID Local Agent.
The local agent is a service that runs on local port 9000.
The local agent cannot run if a service is already running on local port 9000.
The ClearID portal must be opened in a browser running on the same machine where the CSV files and local agent reside.

Procedure

In the ClearID web portal, click Administration > Identity synchronization .
Select the Cloud CSV configuration you want to configure from the list.
Click Download local agent.
Go to your local downloads folder, right click local-agent-installer.1.0.288.0.exe, and click Run as administrator.

Important:
You must install Genetec ClearID Local Agent on the same server that hosts the CSV file you want to synchronize.
Follow the steps in the wizard to complete installation.
If prompted, install Microsoft .NET Runtime by following the steps in the wizard.
Go to the destination folder specified during the installation process.
Right click Genetec.ClearID.LocalAgent.exe and click Run as administrator.

Running the local agent creates an API integration with the ClearID portal. When the integration is established, the local agent can continuously monitor your CSV file for changes and synchronize those changes with ClearID.

The local agent runs as a background service. Information about the local agent and the API integration can be found in the Overview section of the Cloud CSV configuration.

The ClearID portal with an active local agent API integration.

After you finish

Add a Cloud CSV synchronization folder.