In the User Management section of your portal you can request a CSV export, which will list all your users and their profile information.
A CSV user export lists all the user data of the users in your portal.
By default the following fields are available in the CSV export:
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Full name
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Username
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Email address
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Last login date
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Whether the account is active or inactive
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Country
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Phone number
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Job
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Company Name
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Department
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Number of logins
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Permission profile
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The user group(s) the user is part of
[Optional] The following fields can be enabled for user profiles, which will automatically include them in the CSV export.
Please contact your Customer Success Manager or Onboarding Manager if you would like to have additional fields enabled for your portal.
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Department code
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Address
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Postal code
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City
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Twitter account
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Linkedin account
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State
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Fax
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Opening hours
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Office number
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Cellphone number
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Second address details
Note
All available user data will be exported. Any applied filters in the User Management screen will not be reflected in the CSV export.
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Go to
Settings > Users & rights > User Management.
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Click Export to CSV. You will receive an email with a download link to download the CSV file.
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Open the download link and click the Download button.
Troubleshooting
The generated CSV is a semicolon-delimited file. Depending on the settings of your computer, the file might open misformatted. If so, take a look below for alternative ways of opening the file.
- Numbers:
- For Mac users, open the downloaded CSV file in Numbers.
- Google Sheets:
- Navigate to Google Sheets.
- Create a new blank spreadsheet, then click File > Import.
- In the Upload tab, select the downloaded CSV file from your computer.
- Click the Separator type dropdown and select Custom.
- Enter ; in the Custom separator field, then click Import data.
- Excel:
- Before opening in Excel, first open the downloaded CSV in a text editor, such as TextEdit on a Mac or Notepad on Windows.
- Add one extra text line at the beginning of the file and enter sep=;.
- Save the file and reopen it in Excel.
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