{"id":2888,"date":"2026-04-22T19:50:07","date_gmt":"2026-04-22T19:50:07","guid":{"rendered":"https:\/\/hub.devad.io\/guides\/?p=2888"},"modified":"2026-04-22T20:15:40","modified_gmt":"2026-04-22T20:15:40","slug":"how-to-export-and-import-users-in-chat-devad-io-safely","status":"publish","type":"post","link":"https:\/\/hub.devad.io\/guides\/chat-devad-io-docs\/how-to-export-and-import-users-in-chat-devad-io-safely\/","title":{"rendered":"How To Export and Import Users in CHAT.devad.io Safely"},"content":{"rendered":"\n
\n

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.<\/p>\n\n\n\n

This is the recommended workflow for tenant admins and support teams.<\/p>\n\n\n\n

Where To Export Users<\/h2>\n\n\n\n

To download a user CSV on the test environment, open:<\/p>\n\n\n\n

    \n
  • https:\/\/up.chat.devad.io\/?area=users<\/li>\n<\/ul>\n\n\n\n

    Then press the download\/export button in the users area.<\/p>\n\n\n\n

    For production, use the same users page on your live domain:<\/p>\n\n\n\n

      \n
    • https:\/\/chat.devad.io\/?area=users<\/li>\n<\/ul>\n\n\n\n

      Where To Import Users<\/h2>\n\n\n\n

      To upload a CSV on the test environment, open:<\/p>\n\n\n\n

        \n
      • https:\/\/up.chat.devad.io\/?setting=users<\/li>\n<\/ul>\n\n\n\n

        Then scroll to the end of the Settings page and use:<\/p>\n\n\n\n

          \n
        • Import users<\/li>\n\n\n\n
        • Import users from a CSV file<\/li>\n<\/ul>\n\n\n\n

          For production, use the same settings page on your live domain:<\/p>\n\n\n\n

            \n
          • https:\/\/chat.devad.io\/?setting=users<\/li>\n<\/ul>\n\n\n\n

            Why You Should Export First<\/h2>\n\n\n\n

            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.<\/p>\n\n\n\n

            The exported file includes the main system columns:<\/p>\n\n\n\n

              \n
            • ID<\/li>\n\n\n\n
            • First Name<\/li>\n\n\n\n
            • Last Name<\/li>\n\n\n\n
            • Email<\/li>\n\n\n\n
            • Profile Image<\/li>\n\n\n\n
            • Type<\/li>\n\n\n\n
            • Creation Time<\/li>\n<\/ul>\n\n\n\n

              It also includes:<\/p>\n\n\n\n

                \n
              • standard fields such as\u00a0Birthdate,\u00a0City,\u00a0Company,\u00a0Country,\u00a0Language,\u00a0Phone, and\u00a0Website<\/li>\n\n\n\n
              • any custom fields created for that specific tenant<\/li>\n<\/ul>\n\n\n\n

                Because of that, the exported CSV should be treated as the official template for future imports.<\/p>\n\n\n\n

                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.<\/p>\n\n\n\n

                Recommended Import Workflow<\/h2>\n\n\n\n
                  \n
                1. Export users from the same tenant.<\/li>\n\n\n\n
                2. Open that exported CSV and edit it instead of building a new file from scratch.<\/li>\n\n\n\n
                3. Keep the first row as the header row.<\/li>\n\n\n\n
                4. Keep custom-field names exactly as exported.<\/li>\n\n\n\n
                5. Test with one or two rows first before importing a large file.<\/li>\n<\/ol>\n\n\n\n

                  What Happens During Import<\/h2>\n\n\n\n

                  During import:<\/p>\n\n\n\n

                    \n
                  • one user is read per row<\/li>\n\n\n\n
                  • blank rows are skipped<\/li>\n\n\n\n
                  • ID\u00a0and\u00a0Creation Time\u00a0are ignored<\/li>\n\n\n\n
                  • custom fields are matched by the exported header name or the field slug<\/li>\n\n\n\n
                  • duplicate email and duplicate phone rows are rejected<\/li>\n\n\n\n
                  • the result popup shows imported, skipped, and failed counts<\/li>\n\n\n\n
                  • the popup also shows warnings, row-level errors, and import guidance<\/li>\n<\/ul>\n\n\n\n

                    Minimum Required Data<\/h2>\n\n\n\n

                    Each row should contain at least one useful identifier.<\/p>\n\n\n\n

                    Recommended fields:<\/p>\n\n\n\n

                      \n
                    • First Name<\/li>\n\n\n\n
                    • Last Name<\/li>\n\n\n\n
                    • Email<\/li>\n\n\n\n
                    • Phone<\/li>\n<\/ul>\n\n\n\n

                      Allowed Type Values<\/h2>\n\n\n\n

                      CSV import allows only these user types:<\/p>\n\n\n\n

                        \n
                      • lead<\/li>\n\n\n\n
                      • user<\/li>\n\n\n\n
                      • visitor<\/li>\n<\/ul>\n\n\n\n

                        Important:<\/p>\n\n\n\n

                          \n
                        • if\u00a0Type\u00a0is missing or empty, the imported row is now safely set to\u00a0lead<\/li>\n\n\n\n
                        • CSV import does not create\u00a0admin,\u00a0agent, or\u00a0bot\u00a0accounts<\/li>\n<\/ul>\n\n\n\n

                          Example Without a Type Column<\/h2>\n\n\n\n

                          If the CSV does not include a Type column at all, the imported rows are treated as lead.<\/p>\n\n\n\n

                          Final Recommendation<\/h2>\n\n\n\n

                          For the lowest risk:<\/p>\n\n\n\n

                            \n
                          • always export first<\/li>\n\n\n\n
                          • keep the original headers<\/li>\n\n\n\n
                          • include\u00a0Type\u00a0when possible<\/li>\n\n\n\n
                          • if\u00a0Type\u00a0is not present, expect the row to become a\u00a0lead<\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

                            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…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_gspb_post_css":"","pgc_sgb_lightbox_settings":"","footnotes":"","_siteseo_titles_title":"","_siteseo_titles_desc":"","_siteseo_analysis_target_kw":"","_siteseo_robots_canonical":"","_siteseo_robots_index":"","_siteseo_robots_follow":"","_siteseo_robots_primary_cat":"","_siteseo_social_fb_title":"","_siteseo_social_fb_desc":"","_siteseo_social_fb_img":"","_siteseo_social_twitter_title":"","_siteseo_social_twitter_desc":"","_siteseo_social_twitter_img":""},"categories":[2,124],"tags":[],"class_list":["post-2888","post","type-post","status-publish","format-standard","hentry","category-chat-devad-io-docs","category-more-integrations"],"acf":[],"menu_order":0,"_links":{"self":[{"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/posts\/2888","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/comments?post=2888"}],"version-history":[{"count":2,"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/posts\/2888\/revisions"}],"predecessor-version":[{"id":2891,"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/posts\/2888\/revisions\/2891"}],"wp:attachment":[{"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/media?parent=2888"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/categories?post=2888"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hub.devad.io\/guides\/wp-json\/wp\/v2\/tags?post=2888"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}