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?
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?
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 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?
What do I do after suspending a user in CRM?
What are the date fields available for user records in Vtiger CRM?
What is a Platform User?
Can a Platform User own records or submit approvals?
Can Platform Users be selected as "Report To" users?
Can Platform Users log in to the CRM web interface?
Is it possible to import or export Platform User data?
How do I suspend a user in the CRM?
How do I create (add) users?
What are the different user types in Vtiger CRM?
How do I change a user’s password in Vtiger CRM?
How do I transfer the ownership of the CRM account?
What is the maximum number of Users allowed in Vtiger?
Can I use a merge tag to insert a user's signature in an email?
How is billing calculated for users added after the subscription starts?
How do I change the primary email address of a user?
How do I change a user’s username in Vtiger CRM?
How do I reactivate an inactive or suspended user?
How to resolve the 'User Already Exists or Was Previously Deleted' error when adding a user in Vtiger?
How do I change the user’s details in Vtiger CRM?
How do I change the username of CRM account owner?

How do I import users into the CRM?

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.  

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Click the Import button located on top of the Users page.
  6. Upload the CSV file:
    1. Click Select File from Computer.
    2. Browse through your computer and select a file.
    3. Enable the Source file with a header checkbox if your CSV file has a column.
    4. Choose the type of character encoding.
    5. Choose a delimiter. The delimiter separates items in the CSV file.
    6. Click the Next button.
  7. Set up field mapping:
    1. Map the fields in your CSV file to the CRM fields.
    2. Click the Import button.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube