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How do I import users using the Import module?

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Yes, you can import user data into the CRM using the Import module.

Follow these steps to import users into Vtiger CRM:

Step 1: Go to the Import screen

  1. Click the Main Menu.
  2. Go to the Tools tab.
  3. Select Import.
    • If you do not see the Import module, contact your CRM admin to enable the module or give you access to it.
  4. Click the +New Import button. 

Step 2: Select a file to import

  1. Enter a title for the import process.
  2. Select the Users module.
  3. Select the format of the file you want to import and the Header.
    • Note: Headers are column names in your local file. They make mapping column values to CRM fields easy.
  4. Choose a Character Encoding type.
    • Note: Ensure the Character Encoding matches the one selected in the local file.
  5. Choose a delimiter.
    • Note: Delimiter is the character that separates fields in your local file. The CRM identifies different fields with the help of the delimiter.  
  6. Click Upload File to select a CSV file to import.
  7. Click Next.

Step 3: Set up field mapping 

Hint: Use this step to map fields in your local file to the fields in Vtiger CRM. Fields that have the same names in the local file and the CRM are mapped automatically. 
  1. Map the Column Name in your local file to CRM Field in the CRM. 
  2. Provide a Default Value for fields.
    • Note: Default values are used when the value of a field is empty. In such cases, Vtiger CRM picks up the field’s default value.
  3. Click the Next button.
  4. Click the Start Import button.
  5. Click the Finish button.
    • You can click the Import More button to import more users.

To learn more about importing records into Vtiger CRM, click here.

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