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

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

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.

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

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.