This guide explains how to efficiently update information for multiple existing users at once using a CSV file. This process is ideal for making bulk changes without having to edit each user profile individually.
Note: This tool is designed for updating existing users only. It cannot be used to create new user accounts.
Important Note To ensure your file is processed correctly, you must follow these critical rules:
- Do not change the original column headers in any way.
- Do not delete any columns from the file.
- Always save your final, edited file in CSV (Comma Delimited) format.
Step-by-Step Guide
Step 1: Export the Current User Data
- Navigate to the Users -> Export and Update
- On the “Export and Update User Information” page, click the Export User Info CSV for Update link to download the file to your computer.
- Open a new, blank workbook in Microsoft Excel.
To prevent formatting issues, it is crucial that you import the data into a new file instead of opening the CSV directly. - Navigate to the Data tab.
- Click on From Text/CSV. (Depending on your version of Excel, this may be located under a “Get Data” menu.)
- In the window that opens, find and select the CSV file you just downloaded and click Import.
- A preview window will appear. Ensure the settings are correct:
- File Origin: Unicode-8
- Delimiter: Comma
- Click the Load button to import the data into your spreadsheet.
Step 3: Edit and Save the File
- Make all your required updates to the user information in the appropriate cells.
- Once you have finished editing, go to File > Save As > CSV (Comma delimited) (*.csv)
Step 4: Upload the Modified File
- Return to the “Export and Update User Information” page in TimeClock 365.
- Click the Browse files… button and select your newly saved CSV file.
- Click the Upload modified file button to apply all the changes to your users.