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:

brianna hawkins,user,
jerome douglas,user,

As described in the section on user 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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