
JPE.58336 (MATRIXX Software, Inc.) asked a question.
We use Universal Directory as our only source of truth, i.e. data is not fed to it from some other system like AD or HRIS systems. However, manually updating and editing users’ data in their Profile record is cumbersome at best. It’s really hard to believe that there’s no interface provided that makes data entry into UD easier, but then again there’s probably not a lot of people using it this way so maybe Okta sees no reason to invest in providing something better.
The only other option I’ve found is to use CSV as a master with Okta’s CSV directory integration. But I’m not sure maintaining the data in a CSV file is really any better. Even this option appears to have been created for data import from non-supported HRIS systems that export CSV rather than providing a better method of data entry. If this supported Excel, at least one could create conditional fields, use data formatting in columns to ensure data consistency, rearrange fields in a way that made sense for data entry, etc.
I looked into “CSV Editors” and forms-based software to see if I could find something that allowed single record data entry and editing of CSV file rows, but didn’t find much that seemed like it would help.
My question is, what are other people in this situation doing to maintain employee data? And for that matter is anyone else out there even doing this, or am I just the odd one out?

Hi @JPE.58336 (MATRIXX Software, Inc.) ,
What types of changes are you looking to make to the user profile on a regular basis? This will help us better understand how you're using Okta so we can see where we need to improve.
Also, as you mentioned, you could use Excel with Conditional Fields and data formatting to make the changes you need to make, and then save as a CSV and re-import to apply the changes.
Thanks!
Tim
Okta, Inc.
Hi, JP
Depending on your use case, I would definitely recommend having a look at updating the users through API as an option. You can find more about this here: https://developer.okta.com/docs/reference/api/users/
Tim Lopez's suggestion of modifying the Excel then saving it as CSV and importing should also work, but again, this depends on the updates you need to make for these users.
If you need more in-depth information regarding this, please open a ticket with us and we'll be more than happy to help you!
Thank you!