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You can import and export objects such as employees, groups and tasks in CSV (Comma Separated Value) format. Note that your ability to import or export will depend upon your permission level: administrators can import and export any object but other permission levels may have the ability to import or export disabled.

CSV Formatting Notes

In order to make data interchange as reliable as possible, the following formatting rules are followed:

In addition:

Match Field

When importing some types of objects you can specify a match field, which is used to avoid creating duplicates. The match field determine which property is used to match against existing objects to avoid duplicates. For instance, when importing employees you generally you would use the Login Name, but the Employee ID and Email are also options.


The following objects can be imported and exported in CSV format - click the links for a detailed description of the CSV fields: