Summary of "Importing Users and Organizations via CSV into Zammad"
Importing Users and Organizations via CSV into Zammad
High-level points
- Zammad CSV import for users and organizations was simplified in Zammad 6.4. Upgrading to the latest version is recommended.
- For frequent or continuous synchronization, consider using LDAP instead of repeated CSV imports.
Users — key features and guidance
- Unique identifier
- Zammad normally uses email as the unique identifier; login name also works.
- You only need one unique identifier per user.
- IDs
- Avoid using numeric IDs when possible — they add complexity.
- Leave the ID blank when creating new users.
- Roles
- You can overwrite or set user roles via import.
- Multiple roles for a user are separated by three tildes:
~~~.
- Input methods
- Upload a properly formatted CSV file or paste CSV content into the import text field in the UI.
- Validation
- The import action triggers validation and reports how many entries will be created or updated.
- Lines with errors are flagged so you can correct them before proceeding.
- Common errors
- Wrong column delimiter (make sure your delimiter matches the sample or chosen settings).
- Wrong file encoding — Zammad expects UTF-8.
Organizations — key features and guidance
- Example file
- The management UI provides a downloadable sample CSV that shows all available attributes, including any custom fields.
- Update vs create
- To update organization data you can provide either the organization ID or the organization name.
- To rename an organization you must use the organization ID (name alone won’t safely rename).
- To create a new organization, omit the ID and provide the name.
- Members
- You can set organization members via import; Zammad looks up users by email.
- If a member is not present in the import for that organization, they will be removed from that organization.
- Multiple members are separated by three tildes:
~~~. - The membership assigned via import becomes the user’s primary organization, even if they belong to other organizations.
- Input methods and validation
- Same as users: upload or paste CSV, Zammad validates and shows create/update counts.
- Common errors: incorrect delimiters and non-UTF-8 encoding.
Practical tips / troubleshooting
- Download and inspect the provided sample CSV to match expected columns (the sample includes custom fields).
- Ensure correct column separators and save/export the file as UTF-8.
- Use email or login as the identifier and omit IDs when creating new records.
- Prefer LDAP for regular automated synchronization when possible.
Main speaker / source
- Unnamed video narrator (author of the Zammad how‑to video); content based on Zammad’s import functionality (Zammad 6.4+).
Category
Technology
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