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, click the box to insert a checkmark, the click Ok, let's go.
People: Update Existing Users
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 headers:
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.
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.