Change User Type From Salesforce to Formyoula

This guide will explain how to update your Organization's user type by switching from Salesforce to Formyoula.

  1. Please export your Formyoula users in a CSV file - https://app.formyoula.com/users
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  1. Please import the CSV file into Excel or any other service. Update the columns by leaving the “formyoula_user_id” and “type”:
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  1. Please replace the type from Salesforce to Formyoula for any user who requires the change:
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  1. Please import the updated CSV file on the Formyoula Users page - https://app.formyoula.com/users:
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂