Users - Import Users | Admin Guide - Zoho One

Import users

Add or update a large number of user accounts by importing them from a user data file.

Supported file formats

  1. XLS (Microsoft Excel 97-2003 Worksheet)
  2. XLSX (Microsoft Excel Open XML Format Spreadsheet)
  3. CSV (Comma Separated Values)
  4. VCF (vCard File)

Supported encodings

  1. UTF-8 (Unicode)
  2. UTF-16 (Unicode)
  3. ISO-8859-1
  4. ISO-8859-2
  5. ISO-8859-9 (Turkish)
  6. GB2312 (Simplified Chinese)
  7. Big5 (Traditional Chinese)
  8. Shift_JIS (Japanese)
  9. GBK
  10. Windows-1251 (Cyrillic)

Mandatory fields

  1. Email address - If you have to import multiple email addresses, keep them in separate columns and map them all to the Email Address field using the  icon.
  2. Password - All passwords in the mapped column must be at least eight characters long, and contain at least one each of letters, numbers, and special characters.
  3. Custom fields - If you created mandatory custom fields in the admin panel, they must also be mapped to a column.

Steps to import users

  1. Sign in to Zoho One , then click Directory in the left menu.
  2. Go to Users, then click .
  3. Click Import.
  4. Choose the user data file and its Character Encoding, then click Next.
  5. Map the fields between the user data file and Zoho. If the file doesn't have a Password field, you can set a common one-time password for all imported users. The users will be prompted to set a password at their first sign-in.
  6. If there were any problems during import, there will be a list of users who weren't imported, along with the reason and solution. You can choose to resolve the problems to continue importing, or skip the problematic users and import the rest.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Add user

                                                                                      In the mobile application: For iOS devices: Open the Zoho One app on your mobile device, then tap in the top-right corner. Tap at the bottom, then tap ADD USER. Under Basic Info: Enter the user's First name and Last name. In the Email ID field: If ...
                                                                                    • User classification

                                                                                      User types Pending users A user added with an email address that doesn't belong to a verified domain will receive an invitation through email, and will be Pending until they accept it. Example: You are adding Charles, who doesn't have a zylker.com ...
                                                                                    • Convert external user to organization user

                                                                                      A user in Zoho One is considered to be external if their Zoho account is associated with another organization. Converting an external user as your organization user will allow you to edit, update their account details. You can also manage their ...
                                                                                    • Edit user details

                                                                                      You can edit a user's details, such as their info, photo, and email address. Follow the steps to edit the details of a user: In the mobile application: For iOS devices: Open the Zoho One app on your mobile device, then tap  in the top right corner. ...
                                                                                    • Delete a pending user

                                                                                      Deleting is different from Deactivation, as deleting a user is irreversible. Only Pending Users can be deleted. If you want to permanently delete the user from your organization, contact support@zohoone.com.   In the mobile application: Open the Zoho ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources