Update Multiple Users
✅ How to Update Information for Multiple Users Using a CSV File in PurelyHR
Managing user information for a large team can be time-consuming if done one profile at a time. PurelyHR makes it easy to update multiple users at once using a CSV file. Here’s how to do it.
Steps to Update Users in Bulk
1. Navigate to Import/Update Users
Go to the Staff™ module and select Import/Update Users, then click Update Users.
2. Select Columns for Your Template
Scroll down and choose the columns you want to include in your spreadsheet template.
Mandatory columns will automatically be included:
- Username
- Employee ID
3. Download the Template
Once you have selected all the columns you need, click Download Template.
4. Complete the Spreadsheet
Open the file in a program that supports CSV files, such as Microsoft Excel or Google Sheets.
Fill in the user information using the Possible Values section on the Import/Update Users page as a guide.
5. Save and Upload
When finished:
- Save the file as a .csv format.
- Upload your file by clicking Choose a File at the bottom of the page.
6. Review and Import
Check that all information is correct, then click Import to apply the updates.
Why Use CSV Updates?
Bulk updates save time and reduce errors when managing large teams. This feature is especially useful for updating departments, offices, user types, or other employment details across multiple profiles.