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.

Prerequisites

Roles required to perform the import action:
  1. Organization Owner
  2. Organization Admin

Steps to import users

The steps to import users vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
    Spaces UI
    Unified UI
    Spaces UI
  1. Sign in to Zoho One, then click  on the top-right corner.
  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 One. 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.
    7. Unified UI
  7. Sign in to Zoho One, then click Directory in the left menu.
  8. Go to Users, then click .
  9. Click Import.
  10. Choose the user data file and its Character Encoding, then click Next.
  11. Map the fields between the user data file and Zoho One. 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.
  12. 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.

    13.