FAQs in this section
How do I hide select fields from a user?
How do I add a new license (user) in Vtiger CRM?
Can I add Single App users as co-owners of records?
Can I add Light Agent users as Co-owners?
How do I add the co-owners field to a module?
How do I create (add) users?
How do I reactivate an inactive or suspended user?
Can I change the password for multiple users simultaneously?
Who is a user?
Is every employee a user?
How do I create a user record with an existing employee record?
Is there a limit on the number of users I can have in my Vtiger account?
What are the types of users in Vtiger CRM?
How do I import users using the Import module?
Can I transfer the ownership of the CRM account?
How do I know who my CRM account owner is?
Can I transfer account ownership to any user?
I don't see the option to transfer CRM account ownership.
What does it mean to suspend a user?
How do I suspend a user?
Why can I not import the Single App and Light Agent users into the CRM?
How do I change the primary email address of a user?
How do I assign a role to a user?
Can all users delete records?
I am unable to create Light Agent and Single App, users.
Can I import Single App users in the Sales Enterprise edition?
What is a Standard user?
What is an Admin user?
What is a Light Agent user?
What is a Single App user?
Can I transfer related records to any user when transferring the ownership of a contact or organization?
Can I transfer ownership to any user while suspending a user?
How do I identify users with different roles?
How do I give permission to export records to a user?
How do I give permission to import records to a user?
What is the length limit for the Users module's First and Last names fields?
How do I distinguish Sharing Rules, Profiles, and Roles?
What happens when you suspend a user from the CRM?
How do I suspend a user in the CRM?
What do I do after suspending a user in CRM?
What are the date fields available for user records in Vtiger CRM?
How do I import users into the CRM?
Table of Contents
Follow these steps to import users into Vtiger CRM:
Note: Ensure you have saved the list of users (you want to import) in a CSV file on your desktop.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users.
- Click the Import button located on top of the Users page.
- Upload the CSV file:
- Click Select File from Computer.
- Browse through your computer and select a file.
- Enable the Source file with a header checkbox if your CSV file has a column.
- Choose the type of character encoding.
- Choose a delimiter. The delimiter separates items in the CSV file.
- Click the Next button.
- Set up field mapping:
- Map the fields in your CSV file to the CRM fields.
- Click the Import button.
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