Managing Data Using CSV Files

You can manage data for users, organizations, and roles in CSV files.
Managing data using CSV files is performed in Users & System Administration.

Importing Data from a CSV File

You can import organization, user, and role data from CSV files.

Steps:

  1. Click the Administration menu icon (gear icon) in the header.

  2. Click Users & System Administration.

  3. In Users & System Administration, import a CSV file.

    For details, refer to Changing Data Through a CSV File.

Exporting Data to a CSV File

You can export organization, user, and role data from CSV files.

Steps:

  1. Click the Administration menu icon (gear icon) in the header.

  2. Click Users & System Administration.

  3. In Users & System Administration, export a CSV file.

    For details, refer to Changing Data Through a CSV File.