How do I update users through a CSV import?

Updating users in bulk in Mojo Helpdesk is done through a CSV file import.

Preparing Your CSV File:

  • If your helpdesk has the most current user data, consider exporting your users as a starting point.
  • You can import a maximum of 3000 users at a time.
  • The file must be saved as a CSV (comma-separated values) file with UTF-8 encoding to prevent errors.
  • To update custom user fields, ensure these fields are created in Mojo Helpdesk before the import.

Import Process:

  1. Navigate to Admin Settings > Help desk > Import data > User import and click import.
  2. Select your updated CSV file and click Next.
  3. The system will display the number of records detected. Because you are updating existing users, check the Update existing users box.
  4. Map the columns in your CSV file to the corresponding fields in Mojo Helpdesk. The Email field is a required unique identifier for the import.
  5. Click Import.

Tips for CSV File Setup and Field Matching:

  • Match your CSV file columns to the appropriate Mojo Helpdesk fields.
  • Standard Mojo user profile fields include: First Name, Middle Name, Last Name, Email, Password, Company, Work Phone, Cell Phone, Home Phone, and Notes.
  • The Email field is mandatory for each user entry.
  • New users will not receive a welcome email with login information unless you specifically check the "notify new users" option during import.
  • Passwords must be at least 6 characters long or left blank. If left blank, the system will generate a random password.
  • Any new group or company names in the CSV import will be automatically added to your helpdesk.
  • If the group field is left blank in the CSV file, the user will be assigned to the ‘Individuals’ group upon import.

WATCH VIDEO FOR CSV FILE SET UP