Import & Export Guide

CSV Import

Import Process

Step-by-Step:

1. Click "Import Users" button
2. Import drawer opens
3. Select CSV/XLSX file
4. File parsed automatically
5. Field mapping interface appears
6. Map CSV columns to user fields
7. Configure import options
8. Preview data (first 5 rows)
9. Click "Start Import"
10. Progress tracking
11. Results display

File Requirements

Supported Formats:

• CSV (.csv)
• Excel (.xlsx, .xls)
• Maximum file size: 10MB

File Structure:

• First row: Column headers (optional)
• Subsequent rows: User data
• Comma-separated values
• UTF-8 encoding recommended

Field Mapping

Available User Fields:

• Username (required)
• Email (required)
• Password (optional)
• Name (optional)
• First Name (optional)
• Last Name (optional)
• Website (optional)
• Biographical Info (optional)
• Roles (optional)
• Custom Meta Fields (optional)

Mapping Interface:

• CSV column headers displayed
• Dropdown per column
• Select user field or "— Skip —"
• Auto-mapping detection
• Manual override

Auto-Mapping:

• Matches common column names
• Recognizes variations
• Suggests mappings
• Can be overridden

Import Options

Default Password:

• Set default password for all users
• Used when password column not mapped
• Leave empty to generate random passwords
• Secure password generation

Skip First Row:

• Skip first data row if it contains headers
• Checkbox option
• Default: enabled
• Useful for header rows

Send Welcome Email:

• Send welcome email to new users
• Checkbox option
• Default: disabled
• Email notification

Import Preview

Preview Display:

• First 5 rows shown
• Mapped fields displayed
• Data preview
• Verify before import
• Table format

Preview Features:

• See mapped data
• Verify mappings
• Check data format
• Identify issues
• Confirm import

Import Progress

Progress Tracking:

• Progress bar
• Current/total count
• Percentage display
• Real-time updates
• Visual feedback

Progress Display:

• "Importing..." text
• Progress bar
• Current / Total count
• Percentage
• Smooth updates

Import Results

Success Count:

• Number of users imported
• Success notification
• List refresh
• Drawer closes (if no errors)

Error Reporting:

• Error count
• Error details per row
• Row number
• Error message
• Data preview

Error Handling:

• Per-row errors
• Continue on error
• Error details
• Success count
• Partial success

CSV Export

Export Process

Step-by-Step:

1. Apply filters (optional)
2. Click "Export Users" button
3. Export drawer opens
4. Configure custom fields (optional)
5. Review export info
6. Click "Export to CSV"
7. File downloads
8. Success notification

Export Options

Filtered Export:

• Export only filtered users
• Respects current filters
• Role filter applied
• Search filter applied
• Current page only

Custom Fields:

• Include custom meta fields
• One field per line
• Field keys only
• Standard fields always included
• Optional feature

Exported Data

Standard Fields (Always Included):

• User ID
• Username
• Email
• Name
• Roles
• Registered Date
• Website
• Biographical Info

Custom Fields (If Specified):

• Custom meta fields
• Field values
• As specified
• Included in export

Export Format

CSV Format:

• Comma-separated values
• UTF-8 encoding
• Headers in first row
• Data in subsequent rows
• Standard CSV format

File Naming:

• Date-stamped filename
• Format: users-export-YYYY-MM-DD.csv
• Automatic naming
• Unique filenames

Best Practices

Import Best Practices

File Preparation:

• Use UTF-8 encoding
• Include headers
• Required fields present
• Valid email addresses
• Unique usernames

Mapping:

• Verify mappings
• Check required fields
• Preview data
• Test with small file
• Verify results

Options:

• Set default password
• Skip header row if needed
• Send welcome emails if desired
• Review preview
• Start import

Export Best Practices

Before Export:

• Apply filters if needed
• Verify user count
• Configure custom fields
• Review export info
• Export data

Custom Fields:

• Specify field keys
• One per line
• Verify field names
• Test export
• Review data

Troubleshooting

Common Import Issues

File Not Loading:

• Check file format
• Verify file size
• Check encoding
• Try different format
• Contact support

Mapping Errors:

• Verify column headers
• Check field names
• Review mappings
• Test mappings
• Fix issues

Import Errors:

• Check required fields
• Verify email format
• Check username uniqueness
• Review error messages
• Fix data

Common Export Issues

Export Not Working:

• Check permissions
• Verify user count
• Check browser
• Try again
• Contact support

Missing Data:

• Check filters
• Verify custom fields
• Review export
• Check data
• Try again

Solutions

Refresh Data:

• Refresh page
• Re-import file
• Check API
• Verify permissions
• Try again

Check Permissions:

• Verify user capabilities
• Check user permissions
• Review API permissions
• Test with different user
• Contact admin