Movidesk allows you to automate the registration of people, who are your clients or agents. By using the import feature, we can associate companies with the people linked to each company.
It is important to understand the Movidesk workflow related to this registration before importing people. Click here for a detailed explanation of how the registration process works.
Important: For performance reasons and to avoid data overload, Movidesk imports only the first 1,000 people from the file. If your data set is larger, you will need to generate a file for every thousand people and repeat the import process for each file. Nothing after a blank line will be read.
To import people, go to Settings > People > Import people.
Below are the layout instructions for filling out the spreadsheet to be used for the import.
To download the layout, click here.
Attention: If you plan to hire the migration of data from another HelpDesk system to Movidesk, it is necessary to fill in the Cod. Ref field with the same identification code used in your previous system, to avoid any duplication of records after the migration is performed by our team. The migration team is not responsible for any duplicate records caused by a mismatch in the Cod. Ref.
💡 Tip: When formatting the Type and Profile columns in your spreadsheet, use only plain or automatic text numbers. To avoid errors, do not use commas, punctuation, or other formats.
Layout
| Column | Type | Size | Required | Description |
|---|---|---|---|---|
| Type | number | 1 | ✓ | Type of person. Person = 1, Company = 2, or Department = 4. |
| Profile | number | 1 | ✓ | Profile type. Agent = 1, Client = 2, or Agent and Client = 3. |
| Trading name | text | 128 | ✓ | Trade name for companies or Name for individuals and departments. |
| Legal Name | text | 128 | * | Legal name. * Mandatory field when the entity is a company and the Trade name is not provided. |
| Username | text | 64 | Username field. Must be unique. Required field when a domain for authentication other than Movidesk is provided. | |
| Password | text | 32 | Password field. | |
| CPF / CNPJ | text | 14 | CPF (11 digits) for individuals, CNPJ (14 digits) for companies, and not applicable for departments. | |
| Ref. Code | text | 64 | Unique identifier for the person. It will be used to determine if the person will be updated or ignored, depending on the settings. When hiring data migration services from another HelpDesk system to Movidesk, this field must be filled with the same identification code used in the previous system. | |
| Additional Ref. Code | text | 64 | Additional Ref. Code field. Non-mandatory, but unique identifier for the person. | |
| Access Profile | text | 128 | ✓ | Access Profile field. Must be a profile already registered in Movidesk. |
| Classification | text | 128 | Person classification. If a non-existing classification is provided, it will be created. | |
| Job Title | text | 128 | Person's job title. If a non-existing job title is provided, it will be created. | |
| Supervisor | text | 64 | Existing Ref. Code of the person's supervisor. | |
| Email Type | text | 128 | * | Email type e.g. (Personal, Professional, etc.). If an unknown type is provided, it will be created. It is mandatory when the Email column is filled. |
| text | 128 | Person's email, must be a valid email. | ||
| Contact type | text | 128 | * | Contact type e.g. (Phone, Mobile, Skype, etc.). If an unknown type is provided, it will be created. It is mandatory when the Contact column is filled. |
| Contact | text | 128 | Description e.g. (11) 9999-9999. | |
| Address type | text | 128 | * | Address type (Commercial, Residential, etc.). If an unknown type is provided, it will be created. It is mandatory when any column related to the address is filled. |
| Country | text | 128 | Country name. | |
| Postal Code | text | 32 | Postal Code. | |
| State | text | 128 | State. | |
| City | text | 128 | City. | |
| Neighborhood | text | 128 | Neighborhood. | |
| Street | text | 128 | Street name e.g. Rua Joinville. | |
| Number | text | 32 | Number. | |
| Additional Info | text | 128 | Additional info e.g. Room 201. | |
| Reference | text | 128 | Reference point, e.g., Near the university. | |
| Team | text | 128 | * | Team name. *When the person’s profile type is Agent, it is mandatory to provide the team. |
| Organization | text | 128 | * | Existing reference code for the company or department the person belongs to. *It may be mandatory (if configured to be) when the person type is Person and the profile type is Client. |
| SLA Contract | text | 128 | SLA contract used by the client. It must be an SLA contract already registered in Movidesk. | |
| Remarks | text | - | Remarks. | |
| Active | text | 3 | ✓ | Yes to enable the person and No to disable them. |
| Time zone | text | 64 | * | Person's time zone in the IANA standard. Example for Brasília time zone: America/Sao_Paulo. *If not provided, the system administrator’s time zone will be used. |
| Language | text | 32 | * | Person's language in the Microsoft CultureCode standard. Example for Brazilian Portuguese: pt-BR. *If not provided, the system administrator’s language will be used. |
| Authenticate in | text | - | If directory authentication is enabled and the person authenticates in a different domain from Movidesk, the server and domain already registered in the system must be informed. Example: hostmyserverad\domainmyserverad |
Important: To avoid possible errors when importing the file to Movidesk, we recommend clearing the spreadsheet formatting.
Example of a correctly filled layout attached.