Import

OptimiDoc Cloud provides several mechanisms for importing users from external sources and third‑party systems. These import methods enable administrators to efficiently onboard users, synchronise identities, and maintain accurate user information across integrated environments.

OptimiDoc Cloud supports multiple user‑import sources, allowing administrators to onboard and synchronise users from various environments:

  • CSV File
    Import users from a structured CSV file using the predefined template. Suitable for manual or one‑time imports.

  • Local Active Directory
    Synchronise users directly from an on‑premises Active Directory environment using the OptimiDoc Cloud Node.

  • Import Sources
    Integrate with external identity providers such as Microsoft Entra ID or Google Workspace. These sources allow automated user provisioning and ongoing synchronisation with cloud‑based directories.


OptimiDoc Cloud allows a single tenant to import and synchronise users from multiple sources simultaneously. This enables administrators to combine local directories, cloud identity providers, and manual imports within one unified environment.