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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:

  1. Navigate to your email drop-down menu in the top right hand corner, and then select CSV Uploads.
  2. In the "Choose Upload Type" menu that appears, select People. Click the blue "+ CSV Upload" Button to continue.

OR

    1. Navigate to the People tab from the Navigation Bar
    2. In the top right hand corner, click on CSV Upload
The following steps will be the same regardless of the path chosen to reach the upload tool.

 

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.

NOTE: You cannot upload a file that contains a combination of new and existing users.

Preparing your File

To begin, you will create a CSV file. When updating existing users, the CSV file must contain the following required header:

 
In order to Update Existing People, you will need to obtain the GSC User ID for every user being updated.

Include the headers for all optional fields you'd like to update:

 
  • email
  • first_name
  • last_name
  • phone
  • role
  • disabled
  • team_[number]
  • team_[number]_action

Plus any custom property fields created by your CSM

 

TIP: For help getting the column headers just right, you can download an Example CSV to start from.

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.

Screen_Shot_2019-02-06_at_11.44.45_AM.png

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:

team_1 team_2
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:

team_1 team_1_action
On Premise REMOVE

 

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.

Screen_Shot_2019-02-06_at_11.59.10_AM.png

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.

NOTE: If your team names to do not match exactly, duplicate teams will be created. 

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.

People_CSV_Upload_Completed_for__example_existing_people_import_performance-trackers-inc_csv__-_beth_gospotcheck_com_-_GoSpotCheck_Mail.jpg

If you receive errors on your updating Users upload, please read this article on resolving CSV Upload errors.

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