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Importing users from other CRM or mailing list

We're actively rewriting our user guide, so check back for improved coverage.

Many organizations maintain their clients' or end users' database, and they expect to use the same database in their Kayako Classic helpdesk for the sake of user database integrity. Hence, the option to import the users' database from a different CRM or mailing list is introduced in Kayako Classic to facilitate this.  

To import user's database in Kayako Classic, the database backup should be in CSV file format.

Procedure

Below are the steps you need to perform in order to import the users:

  • Download this text file and follow the instructions as described in the file. Please keep a backup of original files.
  • Once done, visit http://yourkayakoclassicdomain.com/staff/index.php?/Base/User/ImportCSV and you will get the option to choose the CSV file from which you want to import the users.

CSV file format

The format for the CSV file should be as follows:

EmailAddress | FirstName | LastName | Organization | Phone Number | Salutation | Designation | Email Domain Filter | Address | City | State | Postal code | Country | Phone | Fax | Website
For example:
jack@abc.com, Jack, Russel, Kayako, 9876942040, Mr, Manager, email@organization.com, Sco 123 G.T Road, Jalandhar, Punjab, 144001, India, 01812934839, 01813231432, www.organization.com

NOTE: The first three fields are mandatory. The columns must be comma separated as shown in the above example. They cannot be separated by semi-colon.

Confirmation

When your import is done, you  can check to confirm that the users have been created successfully at Staff CP > Users > Manage Users and Manage Organizations.

updatedcsvpatch.txt

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  1. Kelly O'Brien

  2. Posted