Importing Users

Owned by Former user (Deleted)
Last updated: Sept 14, 2017 by Rashmi Likhite

Importing Users from CSV

If you have a list of users in a CSV, Celoxis provides you with quick way of importing them thus saving you time and effort.

How does it work?

While importing, Celoxis prompts you to map the relevant fields from the CSV with the fields available in Celoxis.

  • There are some mandatory fields in Celoxis like, "Name" and "Email address". 
  • Other optional fields like login (not required for generic users) can be mapped as per your requirement. 
  • You can also map the custom fields created for users through the CSV file. For e.g the Date of Birth, Anniversary Date, etc.
  • You can ignore or skip starting rows in the CSV by mentioning them under the Number of Top rows to skip box.
  • You can also choose the required date format in Celoxis. 

To import Users:

  1. From main menu, click on View and under People section, click on Users.
  2. From the action drop-down  click on Import CSV.
  3. Click Browse and select a file.
  4. Click Next.
  5. Select the Workspace under which you want to import these users. The users by default will play 'Staff' role in that department.
  6. Under the Field Mapping, map the fields of your CSV file with the fields provided. You can now map the custom fields created for a user through the CSV file.
  7. In the Number of Top rows to skip box, enter the number of rows you want to ignore.
  8. Click Finish.

You can view the sample file for the CSV import on the Import CSV page (step 3) by clicking on the Sample CSV link.

Exporting users

Celoxis allows you to export the list of users in one of the following ways:

  • PDF
  • CSV
  • CSV (Grouped)

To export user list:

  1. Select the columns of your choice.
  2. From the action drop-down  point to Download and select the format you want the report to be expected.

Importing Users from CSV

If you have a list of users in a CSV, Celoxis provides you with quick way of importing them thus saving you time and effort.

How does it work?

While importing, Celoxis prompts you to map the relevant fields from the CSV with the fields available in Celoxis.

  • There are some mandatory fields in Celoxis like, "Name" and "Email address". 
  • Other optional fields like login (not required for generic users) can be mapped as per your requirement. 
  • You can also map the custom fields created for users through the CSV file. For e.g the Date of Birth, Anniversary Date, etc.
  • You can ignore or skip starting rows in the CSV by mentioning them under the Number of Top rows to skip box.
  • You can also choose the required date format in Celoxis. 

To import Users:

  1. From main menu, click on View and under People section, click on Users.
  2. From the action drop-down  click on Import CSV.
  3. Click Browse and select a file.
  4. Click Next.
  5. Select the Workspace under which you want to import these users. The users by default will play 'Staff' role in that department.
  6. Under the Field Mapping, map the fields of your CSV file with the fields provided. You can now map the custom fields created for a user through the CSV file.
  7. In the Number of Top rows to skip box, enter the number of rows you want to ignore.
  8. From the Input Date Format drop-down list, select a date format.
  9. Click Finish.

You can view the sample file for the CSV import on the Import CSV page (step 3) by clicking on the Sample CSV link.

Exporting users

Celoxis allows you to export the list of users in one of the following ways:

  • HTML
  • PDF
  • CSV
  • CSV (Grouped)

To export user list:

  1. Select the columns of your choice.
  2. From the action drop-down  point to Download and select the format you want the report to be expected.