How Do I Import Users?

How Do I Import Users?

Overview

Matters.Cloud provides a simple to use facility to import existing user data when migrating from third party applications.

Import Formats

The following file formats are supported:

1. Microsoft Excel (.xlsx)
   
2. Comma Separated (.csv)
   

Import Process

Step 1: Download Import Format

To download the import format, go to Setup > Import data and locate the Users field:

Download the appropriate Template using the links provided:

Step 2: Populate File Content

Populate the file with data from your third-party application.

Step 3: Import Data

Select the file to import using the Choose File button.

If you want to send an invitation email to the imported users, select Send invite email.

Click the Import button to import the users.