User Import

User Import populates and maintains the OptimiDoc user database from external sources. You can synchronise accounts from a directory service — Active Directory, Open LDAP, Lotus Domino, Azure AD (Entra ID), or Google Directory — import from a CSV file, and schedule recurring synchronisation so that accounts stay aligned with your directory as people join, move, and leave.

Screenshot: User Import overview

How User Import Works

There are two ways to bring accounts into OptimiDoc, and they behave differently when it comes to removing users:

• Directory synchronisation connects to one or more directory services and treats them as authoritative. It matches each account to an existing OptimiDoc user by the directory's stable identifier (objectGUID), so accounts are recognised again even after a rename. New accounts are created, changed ones updated, previously deleted ones reactivated if they reappear, and accounts that have vanished from the directory are removed. Departments, billing codes, and the groups you nominate for replication are created automatically.

• CSV import reads a spreadsheet-style file, matching accounts by login. It creates and updates accounts but never deletes them, which makes it well suited to one-off setup and additive batch updates.

Either method can be run on demand, and directory synchronisation can also run unattended on a Daily, Weekly, or Monthly schedule. Every run reports its inserted, updated, and deleted counts to the Last Import Result card.

In This Section

In Summary

• Use directory synchronisation to keep OptimiDoc in step with an authoritative source, including automatic removal of departed users.

• Use CSV import for setup and additive updates where no directory is available.

• Schedule directory runs with Automatic Synchronisation; review results on the Last Import Result card.

Related articles

• Managing Users

• Users