--- title: "How To Export and Import Users in CHAT.devad.io Safely - Devad CHAT Docs — Devad" url: "https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93" --- [Skip to content](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#main-content) [Devad](https://devad.io) [Home](https://devad.io) [POST](https://devad.io/post) [CHAT](https://devad.io/chat) [SITE](https://devad.io/site) [AI](https://devad.io/ai-agent) [Pricing](https://devad.io/pricing) [](https://devad.io/help#hc-search) [Agent view](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93.md) [Docs](https://devad.io/help?type=doc&lang=en&view=list) [Guides](https://devad.io/help?type=guide&lang=en&view=list) [Blog](https://devad.io/help?type=article&lang=en&view=list) [Changelog](https://devad.io/help?type=changelog&lang=en&view=list) Browse this Help Center [More Integrations](https://devad.io/help?category=9&lang=en) - [More Integration: Slack, Opencart, Martfury, Zalo, Zendesk, Viber, Line, WeChat](https://devad.io/help/en/guides/more-integrations/more-integration-slack-opencart-martfury-zalo-zendesk-viber-line-wechat--179) - [More Integration: Slack, Opencart, Martfury, Zalo, Zendesk, Viber, Line, WeChat](https://devad.io/help/en/docs/more-integrations/more-integration-slack-opencart-martfury-zalo-zendesk-viber-line-wechat--178) - [WordPress Integration](https://devad.io/help/en/docs/more-integrations/full-wordpress-integration--75) - [How To Export and Import Users in CHAT.devad.io Safely](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93) - [More Integration: Slack, Opencart, Martfury, Zalo, Zendesk, Viber, Line, WeChat](https://devad.io/help/en/docs/more-integrations/more-integration-slack-opencart-martfury-zalo-zendesk-viber-line-wechat--114) - [OpenCart](https://devad.io/help/en/docs/more-integrations/opencart--123) - [Shopify Integration](https://devad.io/help/en/docs/more-integrations/shopify-integration--135) - [How To Export and Import Users in CHAT.devad.io Safely](https://devad.io/help/en/guides/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--242) - [How To Export and Import Users in CHAT.devad.io Safely](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--241) [Help Center](https://devad.io/help) › [Docs](https://devad.io/help?type=doc&lang=en) › [More Integrations](https://devad.io/help?category=9&lang=en) › How To Export and Import Users in CHAT.devad.io Safely Docs # How To Export and Import Users in CHAT.devad.io Safely If you want to import users into Devad Chat, the safest method is to start with an export from the same tenant first. That exported CSV already contains the correct column names, the correct custom-field labels, and the... If you want to import users into Devad Chat, the safest method is to start with an export from the same tenant first. That exported CSV already contains the correct column names, the correct custom-field labels, and the correct structure expected by the system. This is the recommended workflow for tenant admins and support teams. ### Where To Export Users To download a user CSV on the test environment, open: - https://up.chat.devad.io/?area=users Then press the download/export button in the users area. For production, use the same users page on your live domain: - https://chat.devad.io/?area=users ### Where To Import Users To upload a CSV on the test environment, open: - https://up.chat.devad.io/?setting=users Then scroll to the end of the Settings page and use: - Import users - Import users from a CSV file For production, use the same settings page on your live domain: - https://chat.devad.io/?setting=users ### Why You Should Export First A manually created CSV can easily use the wrong column names, miss important fields, or assign the wrong user type. Exporting first avoids that problem. The exported file includes the main system columns: - ID - First Name - Last Name - Email - Profile Image - Type - Creation Time It also includes: - standard fields such as Birthdate, City, Company, Country, Language, Phone, and Website - any custom fields created for that specific tenant Because of that, the exported CSV should be treated as the official template for future imports. If you are not sure which columns are supported, export users first and use that file to see the full list of fields available for your tenant. ### Recommended Import Workflow - Export users from the same tenant. - Open that exported CSV and edit it instead of building a new file from scratch. - Keep the first row as the header row. - Keep custom-field names exactly as exported. - Test with one or two rows first before importing a large file. ### What Happens During Import During import: - one user is read per row - blank rows are skipped - ID and Creation Time are ignored - custom fields are matched by the exported header name or the field slug - duplicate email and duplicate phone rows are rejected - the result popup shows imported, skipped, and failed counts - the popup also shows warnings, row-level errors, and import guidance ### Minimum Required Data Each row should contain at least one useful identifier. Recommended fields: - First Name - Last Name - Email - Phone ### Allowed Type Values CSV import allows only these user types: - lead - user - visitor Important: - if Type is missing or empty, the imported row is now safely set to lead - CSV import does not create admin, agent, or bot accounts ### Example Without a Type Column If the CSV does not include a Type column at all, the imported rows are treated as lead. ### Final Recommendation For the lowest risk: - always export first - keep the original headers - include Type when possible - if Type is not present, expect the row to become a lead Use this page [Ask ChatGPT](https://chatgpt.com/?q=Read%20https%3A%2F%2Fdevad.io%2Fhelp%2Fen%2Fdocs%2Fmore-integrations%2Fhow-to-export-and-import-users-in-chat-devad-io-safely--93%20and%20answer%20questions%20about%20the%20content.) 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On this page [Where To Export Users](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-where-to-export-users) [Where To Import Users](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-where-to-import-users) [Why You Should Export First](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-why-you-should-export-first) [Recommended Import Workflow](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-recommended-import-workflow) [What Happens During Import](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-what-happens-during-import) [Minimum Required Data](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-minimum-required-data) [Allowed Type Values](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-allowed-type-values) [Example Without a Type Column](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-example-without-a-type-column) [Final Recommendation](https://devad.io/help/en/docs/more-integrations/how-to-export-and-import-users-in-chat-devad-io-safely--93#how-to-export-and-import-users-in-chat-devad-io-safely-final-recommendation) ## Keep exploring [### More Integration: Slack, Opencart, Martfury, Zalo, Zendesk, Viber, Line, WeChat Slack Integration & Synchronization The Slack integration empowers your team to handle customer support directly from your existing Slack workspace. By synchronizing the two platforms,…](https://devad.io/help/en/docs/more-integrations/more-integration-slack-opencart-martfury-zalo-zendesk-viber-line-wechat--178) [### More Integration: Slack, Opencart, Martfury, Zalo, Zendesk, Viber, Line, WeChat Slack Integration & Synchronization The Slack integration empowers your team to handle customer support directly from your existing Slack workspace. By synchronizing the two platforms,…](https://devad.io/help/en/guides/more-integrations/more-integration-slack-opencart-martfury-zalo-zendesk-viber-line-wechat--179) [### WordPress Integration Step 1: Installation & Setup Follow these steps to get the CHAT.devad.io plugin running on your WordPress site. Download: Get the latest version of the plugin from here Upload: Log in to your WordPress Admin. Go...](https://devad.io/help/en/docs/more-integrations/full-wordpress-integration--75) [### More Integration: Slack, Opencart, Martfury, Zalo, Zendesk, Viber, Line, WeChat Slack Integration & Synchronization The Slack integration empowers your team to handle customer support directly from your existing Slack workspace. By synchronizing the two platforms, messages sent from Slack are m...](https://devad.io/help/en/docs/more-integrations/more-integration-slack-opencart-martfury-zalo-zendesk-viber-line-wechat--114) [Devad](https://devad.io) Apps Suite Every Business Needs to Start and Grow ## Apps [POST](https://devad.io/post) [CHAT](https://devad.io/chat) [SITE](https://devad.io/site) [AI](https://devad.io/ai-agent) ## Company [Plans & pricing](https://devad.io/pricing) [Contact](https://devad.io/contact-us) ## Resources [Help Center](https://devad.io/help) ## Legal [Privacy](https://devad.io/privacy-policy) [Terms](https://devad.io/terms-of-service) [Cookies](https://devad.io/cookie-policy)