Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- Add user requires permission to manage end users.
- Import is visible only to organization admins.
- Export requires permission to export data.
- To create profiles from your own systems, see the end user API.
Where these actions live
Open Users in the sidebar. The All users tab shows the directory, and its toolbar holds all three actions.Add one profile
1
Select Add user in the toolbar
The Add user modal opens.
2
Fill in the details
The fields are First name, Last name, Email, Phone, Labels, and Tags.
The phone field is an international input. Type a tag and press Enter to add it.At least one of email or phone is required. Saving with neither shows Email or phone is required.
3
Select Save
A User added message confirms the new profile.
If the email or phone matches an existing profile, Tars shows Existing user matched instead of creating a duplicate.
Import a CSV file
The Import users modal walks three steps: Upload, Map columns, and Confirm.Step 1: Upload
1
Select Import in the toolbar
The Import users modal opens on the Upload step.
2
Drop your CSV on the dropzone
Only
.csv files up to 20 MB are accepted. The file must be UTF-8 with a header row.
Select Download sample.csv for a working example with the columns name,email,phone,company,country,tags_list.The modal moves to Map columns as soon as the file parses.Step 2: Map columns
The mapping grid has three columns: CSV column, TARS field, and Preview (first row). Tars auto-maps columns from common header names, such asfull_name to Name and mobile to Phone. Adjust any mapping from the TARS field dropdown.
The field options are:
At least one identity column must be mapped. Until then the step blocks with Required: at least one identity column (name / first name / email / phone / identifier).
Once an identity column is mapped, the same line turns muted grey and confirms the file is ready to preview.
Step 3: Confirm and start
The import runs in the background, so exact counts of created, updated, and skipped rows arrive when it finishes. A callout on this step states the approximate end user count and points you to the tasks tracker in the sidebar.1
Optionally add tags for every imported profile
The Tags to apply to all imported users (optional) field tags every row. Tags from a mapped CSV column are merged per row on top.
2
Tick the consent acknowledgement
The checkbox confirms these end users opted in to receive outbound messages. It is required before the import can start.
3
Select Start import
The button reads Starting… while pending, then an Import started message confirms.
Track progress from the tasks tracker in the sidebar.
Importing from the segment builder
Organization admins can also open the same modal from Import from CSV in the static segment builder. There a file can hold up to 5,000 rows, and the final step is Preview instead of Confirm. A dry run sorts the rows into three cards before anything is written:
A collapsible Skipped rows list shows each skipped row number with its reason. This mode adds a second checkbox acknowledging that existing profiles matched by email will be updated. Both checkboxes must be ticked before Import all runs. A closing message reports how many profiles were added, updated, and skipped.
Export profiles
1
Select Export in the toolbar
The button is visible only when your role allows data export.
2
Wait for the background job
An Export started message confirms the job is running, and a download arrives when it is ready.
If the job cannot start, Tars shows Could not start the export.