Read before performing a bulk update:


A bulk update is is when multiple student/employee/contractor records are updated using a CSV file. Such as updating the Location or Group. The below procedure allows these bulk changes to be made as expected.


General Fields
Unique Identifiers 
Location(s)
Email address
Group(s)
Cell phone
Title
Student/Employee/Contractor ID
Shift



Bulk Update of General Fields



1. Navigate to Students/Employees/Contractors:




2. At the lower right of the screen, select Export CSV.




3. Open that file in Excel or Numbers and make appropriate changes.


Please Note: The minimum required fields that must be populated are First Name, Last Name, Role, Location and a unique identifier: one of ID#, Cell Phone, or Email. Note that if neither Cell Phone or Email or provided, the only way for a user to receive daily notifications to screen is to use the mobile app. 


4. Save that file in a location you can find again.




5. At the upper right of the Students/Employees screen, select Import.




6. Select Choose File, browse to where the file is located, and select Open.




7. Select Import CSV.


Please Note: The file may be kept at your leisure, but should not be relied upon to make future changes to your records accurately; assuming any change has been made to any record manually without the use of that .CSV file. 

It is highly recommended to export your data every time, edit it, then import it.



Example:


Jacob created a .CSV file to import 100 employees into the system. He wasn't certain what Groups each employee would belong to so he left them blank. He saved that file in case he needed it later. 


A week later Jacob created multiple Groups/Locations for his employees to belong to, and manually assigned each employee their appropriate Locations/Groups, one at a time, as he saw fit. 

*This information is not on his saved CSV file* 


A month goes by and his company changes email information, so Jacob opens the original .CSV file and changed all the employee's emails accordingly. He imported the file, but now all his employees no longer belong to a Location/Group. It was still left blank on his original .CVS file.




Bulk Update of Unique Identifiers



When an administrator wants to do a bulk update of specifically a unique identifier (Email address, Phone Number, or Student/Employee/Contractor ID) we have to take a different route. How to Bulk Update Unique Identifiers.