Exporting user data

You can export user data to a text file. The tab-delimited data can be edited for making mass changes to your user population.

The exported data is displayed in a browser window. To view and edit the data, save the browser page as a .xls file and open it in a spreadsheet application, like Excel or Google Sheets. When you are finished making changes, upload the changes using the Import instructions described below. For details about downloading user data to a text file, see Importing user data.

The tab-separated file conforms to the following specifications:

To create the export file:

  1. Open the Users side-tab and click Manage Users.

  2. Use the fields in the search window above the results table to filter the list of users. Use the fields as follows:

    Search Field Description
    Org ID Org ID with which an organization was added.
    User ID

    Enter any combination of letters and numbers to search for users that contain that combination in the user ID.

    First Name Enter any combination of letters and numbers to search for users that contain that combination in the first name.
    Last Name Enter any combination of letters and numbers to search for users that contain that combination in the last name.
    Include Inactive Enable this check box to include inactive users in the results.
    Email Enter any combination of letters and numbers to search for users that contain that combination in the last name.
    More Options Click this to display more search criteria items if sub-org settings have been defined, such as Region, Department, Location, and Job Title.
  3. Click Batch User Data.

  4. On the Batch User Data window, specify the org ID, select Export User Data in the Batch Operation field, and click Process.

The file is displayed.

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