Downloading Template Files

Article Number:020149

CSV template files are available for importing data. This section describes how to download template files.

  1. Click gear shaped administration menu icon in the header.

  2. Click "Users & System Administration".

  3. Click Import from File.
    Example of menu

  4. Select a template file to download in "Contents to Import".
    Example of choices

    • Available Options:
      • Users
      • Services available for users
      • Departments
      • Membership
      • Job Titles
      • Groups (or Roles)
      • User groups or roles membership
  5. Select a character encoding.
    Example of items

  6. For "Delimiter", select "Comma".

  7. Click Download CSV Template File.
    You can download a template file in CSV format. Image showing a link