Importing/Exporting

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:

By default, dates, times and numbers are formatted for the locale of the user doing the import/export. You can override the date and time formatting for each export from the System > General > Data Integration page.
Unicode (UTF8) character encoding is used in order to fully support international languages. Make sure you save your CSV files in UTF8 format in order to not lose accented characters, etc. Exported CSV data is always generated in UTF8 format.
Field values with commas or carriage returns are 'escaped' by enclosing the value in double-quotes.
Fields with multiple values have each value separated by a carriage return (also called a "hard" carriage return in Excel, entered using ALT+ENTER). Alternatively, when importing data you can optionally specify a semicolon ";" character instead, if you prefer.

In addition:

All fields are optional unless otherwise noted.
The behavior of blank values depends on the field.
A header record at the start of the file is required.

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.

Objects

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