Importing and exporting users
Build or update your database in just a few minutes: quick entry, Excel/CSV file import with column matching, and a customisable export.
Adding a few users on the fly
- Go to Administration›Users›Import / Export›Quick Create.
- Fill in one line per user: surname, first name, e-mail, telephone. Click on Add a line if needed.
- Enable Send login credentials by e-mail to automatically deliver the login and password.
- Click on Save.
Logins are generated according to your default password settings. The profile and subscription assigned are those set as defaults in the advanced settings — check them before your first entry, as they will apply to every account created afterwards.
Importing an Excel or CSV file
The import runs in five steps, and you can go back at any screen:
- Drop your file (.xls, .xlsx or .csv) into Administration›Users›Import / Export›Import a File.
- File Analysis: check that accents and dates are correctly interpreted. This is the moment to fix a badly encoded file, before the errors spread.
- Column Configuration: match each column with a field (subscription, groups, licence, credits, custom fields, etc.). Detection is automatic, based on the first line; untick the columns you do not want. Only the surname and first name are required.
- Preview: warnings do not prevent the import; the cells concerned take the default value.
- Start the import, then review the line-by-line report: Added, Updated or Error, with the mention Credentials sent where applicable. Download the report keeps a copy of it.

Understanding how the import avoids duplicates
Each line is matched against your database in this order: by login if your file contains that column, otherwise by surname and first name. A match found triggers an update; otherwise, an account is created.
An import cannot modify a record that your profile does not allow you to manage: those lines appear as errors in the report and are not applied.
Exporting your database
- Go to Administration›Users›Import / Export›Export a File.
- Select and arrange the columns to be exported.
- If needed, narrow down the people exported with Filters: subscription, profile, group, status.
- Click on Preview, then on Export (.xlsx) to download the file.
With Create a Template, save your column configuration so you can retrieve it in one click for a future export.
Automating data exchanges
Import and export cover one-off, manual needs. If your organization needs to keep its database continuously in sync with another piece of software, the API exposes the same data programmatically — and also allows accounts to be created and modified.