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 comma-separated values, where the very first row contains the column names.

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).

Starting from December 12th, 2023, you will be able to update custom field values through CSV import. To update your custom fields, make use of the "variable name" assigned to each custom field. You should use this variable name as a column header when importing your CSV file. During the CSV import process, the system will either update the value of an existing custom field or add a new value if the field does not yet exist for a particular contact.

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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

A record gets updated when the email address matches.