Importing Customers, Agents and other Users

Importing Customers and Users


Importing customers or users only requires three pieces of information- their name, email address, and role.  However, you can submit a number of other optional fields with the user import.  A minimal user import CSV would look like this:

name,role,email
brianna hawkins,user,brianna.hawkins@example.com
jerome douglas,user,jerome.douglas@example.com

As described in the section on user roles (http://support.helpy.io/en/knowledgebase/15/docs/45-users-and-agent-roles) there are 4 roles:

user is used for customers or other people who should have access to creating tickets
agent is given agent permissions
admin is used to create a user with admin permissions



Please note that imported users will be assigned a random password when imported and it is up to the user to reset their password to gain login access on your Helpcenter.


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