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Aneta Koreba
Written by Aneta Koreba

Users import via CSV

Find out how you can import contacts from a CSV file

We understand that if you already have your own database, you don't want to lose it after installing On the contrary, you may wish to bring it to the new system. One of the options to send the data to the app is by importing it from a CSV file. This article will provide you with tips on how you can do that.

Before you start

Prepare your CSV file with the following in mind:

  1. You must have either an email address or a user ID for each contact you import. Otherwise, the contact will not land in the database. What is a user ID? It's simply the unique identifier of a user. Having different user IDs lets you have several users with the same email address.
  2. Mind the data format; the default is UTF-8.
  3. Always include column headings.
  4. If you are exporting a CSV file from Excel, make sure there are no cells left out.
  5. Data format matches the data format of your attributes. So if you have an attribute, "Scoring", which should include an integer, it doesn't make sense to put its value as "Frank". If you are exporting from Excel, make sure that you set the correct data formats for each cell.
  6. If you want to separate multiple options in CSV for 1 attribute, please use "|" between them.

Let's begin!

  1. Go to Settings -> Importers and click the box Import users.
  2. Prepare your contact list in .csv format as in the example provided in every import section found on that page (users, companies, events, etc.).
  3. You have the option to drag and drop or click the box to upload your CSV.
  4. Specify Tags that you want to add to the users uploaded in this batch.
  5. Choose the List that you want the users in this batch added to.
  6. Choose the Separator that you have used in your CSV.
  7. Connect each Header (column 1) from your database with an existing Attribute (column 2). If your database contains attributes which don't yet exist in your app, you will need to first create new "Custom attributes". To match yet unmatched columns, choose "Proper" from the drop-down menu and click Add.
  8. Once all the columns from your database are matched with corresponding user attributes, click "Import". Then the import process will begin, and your import will appear at the bottom of the list of imports.


- if you use user_id in and import CSV with existing users with the same user_id > users in the system will be updated

- if you don't use user_id in and import CSV with existing users without any user_id > users in the system will be updated

- if you use user_id in and import CSV with existing users without user_id > new users will be added

- if you don't use user_id in and import CSV with existing users with user_id > new users will be added

Updating user data with a CSV file

It's exactly the same as importing data. One thing to remember is that the users' data you want to update must have the same email address.

For example: You want to update John Smith, United States,

John moved to Canada, so we want to update that with John Smith, Canada,

If you have any issues with importing data, feel free to contact us. We're here for you!

Assign users to companies during import

There are a few steps you need to follow before importing your user list. 

1. You need to have all companies already created in your app.

2. All companies need to have their attribute, "Company ID", filled in.

If you're filling out your database of companies using import, include company IDs in your CSV file. And after clicking "Import", link the proper column with the attribute "Company ID".

3. After import, you should be able to see imported companies along with their IDs in the section "Data" -> "Companies".

4. Now it's time to import the user list. 

You can download our exemplary CSV file and fill it out with your users. Then find the column "companies" column and fill it in with the proper company IDs used in the previous steps. If you want a particular user to be added as an employee in two or more companies, separate their IDs with "|" as on the screenshot below:

After you upload your CSV and click "Import", you will need to link columns with their proper attributes. If you used our exemplary CSV file, they will be linked automatically. In this case, it's crucial to link the column filled in with company IDs with the companies attribute.

Click "Import" and go to the section, "People", to see the results. You should see that imported users have been assigned to companies.

Furthermore, in the section, "Companies", you'll see that your companies have the column, "Employees", filled in with imported users.

That's all!

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