Updating Multiple Existing Users
The CSV Upload feature allows Company Admins to easily update multiple users at the same time into your GoSpotCheck account. This makes managing updated User Teams, Properties and other attributes significantly faster than editing individually.
Access CSV Uploads
There are two ways to access CSV Uploads for People:
- Navigate to your email drop-down menu in the top right hand corner, and then select CSV Uploads.
- In the "Choose Upload Type" menu that appears, select People. Click the blue "+ CSV Upload" Button to continue.
- Navigate to the People tab from the Navigation Bar
- In the top right hand corner, click on CSV Upload
CSV Upload Overview
The first time you use the CSV Upload tool, you receive a message that outlines the steps of the upload process. If you prefer not to see the message again, check the box then click Ok, let's go.
Update Existing People
The CSV Upload tool allows you to update multiple users at once. To modify existing people, click on "Update Existing People" from the People tab.
Preparing your File
To begin, you will create a CSV file. When updating existing users, the CSV file must contain the following required header:
Include the headers for all optional fields you'd like to update:
Plus any custom property fields created by your CSM
When you are ready to upload a CSV file, click Choose.
Select the file you want to want to upload. The system verifies the columns provided in your CSV file.
Managing Team Associations
Teams are logical grouping of people, perhaps by region, retailer, management responsibility, or anything else that is meaningful to you.
To add a person to a team as part of your CSV upload, you can use team_[number] as the column header. Place group columns should be formatted incrementally, for example 'team_1' and then the next column as 'team_2' etc. The values within each column represent the specific Teams to which you want to add the user. For example to add a person to the "On Premise" and "Midwest Region" Teams, the Teams portion of your csv file would look like the following:
|On Premise||Midwest Region|
If you'd like to remove users from an existing Team as part of your upload, use the "team_[number]_action" header with the value of "REMOVE". To remove a user from the "On Premise" Team, the Team portion of your csv file would look like the following:
Uploading Your File
- When you are ready to upload a CSV file, click Choose.
- Select the file you want to upload, and then click Open > Next.
Prior to processing your file, you are able to review the data to be uploaded one last time. From this location, you can edit each column as needed, start the process over, or proceed to processing the CSV.
You can also create new Teams when updating multiple users. If the box above is selected, the specified team(s) will be created if they do not already exist and those users will be added to those new teams upon upload.
Upon clicking Process CSV, you will be directed to a CSV Uploads status screen. In the status column, you'll see either In Progress or Completed.
Once the upload is complete, you will receive an email confirming the amount of successful records uploaded as well as if there were any errors.
If you receive errors on your updating Users upload, please read this article on resolving CSV Upload errors.