How do I update existing users' information?

To update users information, including teams, locations, languages etc.

Upload a CSV to update users

• Click the plus icon in the navigation bar and click 'people'.

Open

• Select 'Many users'.

Open

• Upload your CSV with the users that you want to update, make sure to include a minimum of name and email so that the system can update those users.

• Match the columns to our labels. For example if you have labelled a column 'Offices' match it to our 'Locations' label.

• Select your settings, this is where you will want to select 'replace / overwrite existing user data' if it is a data change or leave as 'Do not change existing data, add only new information' if you are just adding information.
  
  

• Click 'Import' this will begin running through the CSV and updating the users.

• You're done! We recommend you double check the data by either viewing the people logs or searching for one of the updated users.