Helpy SupportImporting 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
A complete template with all available fields is available here: https://docs.google.com/spreadsheets/d/1QnAOaUoeUUdYgplnf1fl3YIpDW8JxUqqFJFH1aP6Rq4/edit?usp=sharing
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.