Import/Export File Formats

When users and groups are exported, the files are saved in specific formats.

To import groups and contacts, you must create files in the same formats.

Microsoft Excel file format:

The file has two sheets:

  • Groups sheet

  • Users sheet

The Groups sheet has three columns:

  • Name - A text string for the name of the grou

    Example: Finance

  • Display name - A text string for the display name of the grou

    Example: Finance Department

  • Description - A text string for the description of the grou

    Example: All permanent and temporary employees of the finance department

The Users sheet has three columns:

  • Name - A text string for the name of the use

    Example: John Doe

  • Email - The email address of the use

    Example: johndoe@somemail.com

  • Type - Internal or External classification of the use

    Example: Internal

  • Authorization - Standard User or Administrator

    Example: Standard User

  • Groups - List of groups the user belongs to, comma separate

    Example: New Employees,Finance,US

CSV file format:

A plain text file with comma separated values, similar in structure to this example:

Groups ======================================================================,,,
Name,Display name,Description,
All University Administration,All University Administration,All Admin Employees,
Admission,Admission,,
Financial Aid,FinAid,,
Bursar,Bursar,,
Users ======================================================================,,,,
Name,Email,Type,Authorization,Groups
Jessie Johnson,jjohnson@example.com,Internal,Standard User,Admission,
Leslie Williams,williams@example.com,Internal,Standard User,"Financial Aid,Bursar",
Mary Davis,davis@example.com,Internal,Standard User,"Financial Aid",
Mark Smith,smith@example.com,Internal,Administrator,"Admission,Financial Aid,Bursar",
Lilly Wayne,lwayne@someplace.com,External,Standard User,,