Users Import

Bulk import user accounts from CSV/Excel with name, email, phone, role, and status field mapping.

Last updated 05/11/2026, 04:55 PM

User Account Migration

Migrate user accounts from legacy CRM systems. Upload a CSV with first name, last name, email, phone, role, and status. The validation engine checks for duplicate emails, malformed addresses, and missing required fields before committing.

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