Import and export users

Use Import and Export in Users → Users to work with user records in files.

Import user records

1. Prepare a small sample file with clearly named columns and consistent values.

2. Select Import.

3. Choose or drop a CSV, XLS, XLSX, or JSON file.

4. Review Advanced settings, including the displayed Encoding and Automations options, when relevant to your file.

5. Follow the remaining file review controls and select Import file when the data is ready.

6. Search for the imported records and check their values before importing a larger file.

User import dialog with supported formats, file selection, and advanced settings

Test how duplicate emails, missing values, and team-related fields are handled with your sample. Do not assume an import sends invitations or grants the intended access. Verify membership and sign-in separately using the invitation guide.

Export user records

1. Select Export in the Users list.

2. In Records Export, choose a format and review the displayed record count.

3. Select Export and inspect the resulting file.

The format selector offers CSV, Excel (XLSX), Excel (XLS), JSON, HTML, and Notepad (TXT). Check the count rather than assuming an active search limits the export.

An export can contain personal information and access-related properties. Share it only with its intended recipients, and avoid treating it as a complete backup of authentication or permission settings.