---
title: "Manage users with Excel"
slug: "manage-users-with-excel"
abstract: "Detailed guide for exporting and importing users."
---
# Manage users with Excel

> [!note]
> To configure Content Hub, you must either be a superuser or have the necessary permissions granted to you through [user group policies](https://doc.sitecore.com/ch/en/users/content-hub/user-group-policies.html "User group policies").

Exporting user account data as an Excel spreadsheet provides an easy way to edit, add, or delete information about multiple users at the same time, while importing user data enables efficient creation or modification of multiple users, and facilitates transferring users between Sitecore Content Hub instances.

> [!note]
> **Before you begin**
> -   Ensure you have either a [blank page](https://doc.sitecore.com/ch/en/users/content-hub/create-a-page.html "Create a page") or an existing page suitable for exporting data. This page must include a [**Search** component](https://doc.sitecore.com/ch/en/users/content-hub/search.html "Search"), a [**Selection** component](https://doc.sitecore.com/ch/en/users/content-hub/selection.html "Selection"), and a [**Creation** component](https://doc.sitecore.com/ch/en/users/content-hub/creation.html "Creation").
>
> -   If you want to export specific data about user accounts, create an [export profile](https://doc.sitecore.com/ch/en/users/content-hub/create-an-export-profile.html "Create an export profile").

This walkthrough describes how to:

:::walkthrough
1. [Configure the Creation component](https://doc.sitecore.com/ch/en/users/content-hub/manage-users-with-excel.html#configure-the-creation-component)
2. [Configure the Search component](https://doc.sitecore.com/ch/en/users/content-hub/manage-users-with-excel.html#configure-the-search-component)
3. [Configure the Selection component](https://doc.sitecore.com/ch/en/users/content-hub/manage-users-with-excel.html#configure-the-selection-component)
4. [Export users](https://doc.sitecore.com/ch/en/users/content-hub/manage-users-with-excel.html#export-users)
5. [Edit users](https://doc.sitecore.com/ch/en/users/content-hub/manage-users-with-excel.html#edit-users)
6. [Import users](https://doc.sitecore.com/ch/en/users/content-hub/manage-users-with-excel.html#import-users)
:::

## Configure the Creation component

1. On the **Creation** component’s detail page, turn on the **Import Excel** switch.
2. In the right-hand pane, turn on the **Enable migration mode** switch.
3. Click **Save and close**.

## Configure the Search component

1. On the component’s detail page, in the **Filters** section, on the **System** tab, add the *User* definition as a filter.
2. In the left pane, turn on the **Selection** switch.
3. On the **Selection** tab, click **Shared pool**, then click **Create new...** and create a new selection pool.
4. In the left pane, turn off the **Grid** switch and turn on the **Table** switch.
5. On the **Template** tab, select the **Table without image** option.
6. On the **Fields** tab, add the required fields, such as **Username**.
7. Click **Save and close**.

## Configure the Selection component

1. On the component’s detail page, on the **General settings** tab, turn on the **Enable export to Excel** switch.
2. On the **Operations** tab, click **Add definition** and select the *User* definition.
3. On the **Export Excel settings** tab, click **Add definition** and add the *User* definition.
4. If you want to use an [export profile](https://doc.sitecore.com/ch/en/users/content-hub/create-an-export-profile.html "Create an export profile"), click :mdiPlus: **Add export profile**.
5. Click **Save and close**.

## Export users

To export users:

1. On the menu bar, click **Manage** :mdiCogOutline:.
2. On the **Manage** page, click **Pages**.
3. On the **Pages** page, select the relevant page and click :mdiEye: **View page**.
4. On the new page, either select specific users to export or use the **Select all** option to export all users.
5. Click **Export to Excel** :mdiCloudDownloadOutline:.
6. In the **Export to excel** dialog, fill out the following fields:

    | Field name | Description |
    | --- | --- |
    | **Filename** | A name for the exported file. The **.xslx** extension is added automatically. |
    | **Cultures** | A culture for the exported file. |
    | **User-friendly column headers** | Lets you apply meaningful labels to column headers, instead of them being given technical member names. |
    | **User-friendly cell values** | Lets you add extra columns with meaningful labels for every value. |

    > [!warning]
    > If you turn on the **User-friendly column headers** switch, you will not be able to reimport the file.

7. Click **Export**.

## Edit users

Make any [necessary changes](https://doc.sitecore.com/ch/en/users/content-hub/edit-excel-data.html "Edit Excel data") to the users you exported. You can use exported Excel spreadsheets to update the modules users are assigned to. Available modules are:

- M.Module.Media
- M.Module.Project
- M.Module.Content
- M.Module.Print
- M.Module.Product

> [!important]
> The name of the worksheet containing user data is *User*. If you rename this, you will not be able to reimport the file.

> [!tip]
> You can temporarily restrict a user’s access by changing the value in their **IsRestricted** field to **TRUE**.

## Import users

To import users:

1. On the menu bar, click **Manage** :mdiCogOutline:.
2. On the **Manage** page, click **Pages**.
3. On the **Pages** page, select the relevant page and click :mdiEye: **View page**.
4. On your page, click **Import Excel**.
5. In the import dialog, do one of the following:
    - Drag and drop the files you want to upload.
    - Browse to and open the files you want to upload.
6. Click **Upload**.

> [!tip]
> You can cancel, resume, or check the status of an export job in [**Background processes**](https://doc.sitecore.com/ch/en/users/content-hub/view-background-process-logs.html "View background process logs"). When the export is complete, go to [**Downloads**](https://doc.sitecore.com/ch/en/users/content-hub/manage-your-account.html "Manage your account") to download it.