Administrators can use the spreadsheet import process, which will update lots of records in one go. 


1.  Use query builder on the People area to get a list of all the people that you want to change.  This must include the 'Person Unique ID' field.  Extract these to a spreadsheet.  
2. On the spreadsheet, append all the details you want to add in new columns.  When you have the spreadsheet how you want it, remove any columns that will not change (such as first and last name), so that only the Person Unique ID and the new columns are left. If you intend to update a scoped custom field, you will also need to include the unique assignment ID to scope to in the spreadsheet columns.
3. Change the column headings to those that Spreadsheet Import uses.  For example, the heading for Person Unique ID needs to be changed to ID: Person.  The names of the new columns will come from the list of allowed import fields in the settings import page.

Example:



4. Navigate to Settings, Import and import the spreadsheet.  You can select an assignment, opportunity or list if you want to add all of your records to that a specific project.  Leave all the toggle switches turned off.  


As everyone on the spreadsheet already exists, the import will only do an 'update', just changing the field values to the ones you set on the spreadsheet.


Search the FAQ for spreadsheet import process for more information on the import process.


The following Excel files are import templates for common bulk updates (you will need to view the FAQ page as a separate browser page to open these):

  • Import Person Tag: The Person Tags column must contain the exact name of a person tag on your system.
  • Import Person Custom Field: Change the XXXXX to the exact name of your custom field. If the value is part of a dropdown list or multiselect field, it must be an exact match to an available value on that field.