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How do I import users into the CRM?

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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 has a header checkbox if your CSV file has a header 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.
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