Last Update: June 10, 2021 1:30 PM

Update Multiple Users

To update information for multiple users at once using a CSV file, go to the Staff™ module:

  1. Select Import/Update Users then click Update Users.
  2. 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
  3. When you have checked all of the columns you want to include, click the Download Template button.
  4. Open the file in a program that supports CSV files, such as Microsoft Excel or Google Sheets. 
  5. Complete the spreadsheet with your user information, using the Possible Values section on the Import/Update Users from CSV page as a guide.
  6. When you’re done, save the spreadsheet as a .csv file.
  7. Upload your file by clicking Choose a File at the bottom of the page.
  8. Review and confirm the information is correct and select Import.
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