Updating Staff via Bulk Update (from an external file or data source)

You can update staff data in bulk by using the bulk update feature in Staff Management.

Video Overview

Step-by-step

First, go into Staff Management.

Click on the 1st Person in the list and then click on Bulk update staff in the right hand menu.

You'll then download the comprehensive template.

Open up the comprehensive template that you just downloaded and delete the initial row that has the details of the person you just downloaded. This will be ROW 3.

DO NOT DELETE ROWS 1 & 2.

Copy and Paste the data from your existing staff spreadsheet into the comprehensive template. First Name, Last Name and Email are critical fields.

Once you've finished pasting in the data that you want upload, hit save. Then upload the file in the Bulk Update Field and click Upload.

You'll then be brought to the error checking page. If you've got no errors in your file, you'll be able to click on the blue Save button in the right hand corner.

If you have errors, you'll need to fix these before moving on.

One you click on Save, the staff data will update and you'll be good to go.