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.

What you should know

This procedure is for IT or security personnel responsible for external system attributes administration, and ClearID Account administrators.

1. Learn about Cloud CSV synchronization.
2. Configure identity synchronization using Cloud CSV.
   1. Add a new Cloud CSV synchronization configuration to ClearID.
   2. Set up the Cloud CSV local agent.
   3. Configure a Cloud CSV synchronization folder.
   4. Add a CSV template.
   5. Configure Cloud CSV identity field mappings.
   6. Configure Cloud CSV credential field mappings.
   7. Configure Cloud CSV advanced configurations.
   8. Configure Cloud CSV management settings.
3. (Optional) Synchronize identity information from multiple CSV files.
4. Review Cloud CSV synchronization logs.