Bulk import customer's list and Helpmonks users record

You have the option to import users, both internal users, and customers with a CSV file. The CSV file should have the values comma-separated, where the very first row is the column names.

Import of customer records

Note: There is actually no need to import users as email addresses are automatically stored on every email sent to your mailbox

In order to import user records successfully, your CSV should have the following columns. Columns must be in lowercase:

email = Email address
first_name = First name
last_name = Last name
company_id = The ID of a company 
labels = The exact name of the label (*)
labels_id = The ID of the label (*)

(*) : You can also use a “:” separated list to add labels, e.g., Marketing:Trial:Demo

Please note that the labels’ names are case-sensitive! You do not need to provide a “labels” and a “labels_id” value if you only have one. However, you always need to create an empty value in your CSV file (this is automatically done in Excel).

Import of Helpmonks users

In order to import user records successfully your CSV should have the following columns (header):

email = Email address
first_name = First name
last_name = Last name
password = Password (at least 6 characters) (Passwords will be encrypted!)
active = true for active, false for inactive

Note: Columns should be written in lowercase!


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Last updated on Sep. 24th
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