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Export and Update Users Using the CSV File

Overview

Export your entire Users List using the export utility in setting | IMPORT/EXPORT tab. This is a quick method to create a company phone or email list. Export the users to bulk update users with custom fields, establish new work start and finish hours, or initiate other user changes. A comma separated values file (CSV) is a common, relatively simple file format that is widely supported by consumer and business applications. Among its most common uses is moving list data between programs. Users cannot be created using the CSV template due to the requirements of a unique email address and the need for the activation link.

Update users quickly by exporting the users list, making changes, and then uploading the updated CSV. Update the file in bulk to save time and reduce the opportunity for error. Export users and update a user using the CSV Users Import Template requires ‘View Import Export’ enabled in either ‘Role or User Roles & Rights’ security settings.

Export your entire Users List using the export utility in setting | IMPORT/EXPORT tab. Export the users to bulk update users with custom fields, establish new work start and finish hours, or initiate other user changes.

Consider the following tips and techniques when you export and update users using a CSV file.

  • A comma separated values file (CSV) is a common, relatively simple file format that is widely supported by consumer and business applications. Among its most common uses is moving list data between programs.
  • Users will not be created with an import
  • No update ability to user’s email address
  • Update to an ‘Archived user’ is unachieved and then update the record.
  • The number following the download area indicates the number of times the file has been downloaded from your account such as users(4).csv reflects that the User Records have been downloaded four (4) times.
  • UUID and Email fields are used to identify the user & email. They must be present to import. DO NOT CHANGE from the exported values.

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