Last Update: June 10, 2021 1:30 PM
To update information for multiple users at once using a CSV file, go to the Staff™ module:
- Select Import/Update Users then click Update Users.
- Scroll down to select the columns you would like to include in the spreadsheet template.
The following mandatory columns will automatically be included: Username, Email, Employee ID
- When you have checked all of the columns you want to include, click the Download Template button.
- Open the file in a program that supports CSV files, such as Microsoft Excel or Google Sheets.
- Complete the spreadsheet with your user information, using the Possible Values section on the Import/Update Users from CSV page as a guide.
- When you’re done, save the spreadsheet as a .csv file.
- Upload your file by clicking Choose a File at the bottom of the page.
- Review and confirm the information is correct and select Import.