How to Bulk Update Team Members' Information

In the Members section of the Team Dashboard, you can now do two things: download a complete list of your team members or pick just the details you want to change. This makes it easy to update info for several team members all at once. Once you're done, simply upload the file again to apply the changes.

To learn how to make multiple changes to your team members, follow the steps below: 

Step 1: Select 'Members' on the left sidebar menu.

Step 2: Click 'Update via CSV'.  

Step 3: In this section, you have two options for managing member data:

Export Member List:

Download a CSV file with full details for every member.

Choose Columns:

Customize your file by selecting specific fields for updates; then, quickly download a CSV file with only the chosen columns to simplify the editing process. This way you are downloading and updating only the information you need. 

For 'choose columns', select the fields you would like to include in your file to update and click 'Export members list'. 

Pro tip: If you have extra details you want to add to your members, utilize the last column labeled 'meta_custom'. For instance, you can use it to categorize information like departments (e.g., 'meta_department') and input relevant data such as sales, customer support, finance, etc. Click here to learn more. 

Step 4: This will then download your team members' export where you can make any changes necessary to your team members. For guidelines on formatting your CSV file, click here.

Step 5: Once you are finished making changes to your members' table upload the file and click the 'Update Members' button.

Step 6: A loading message will appear in the top right corner where you can navigate away from the page while it loads.

Step 7: If you wait for the file to upload, you will then receive a confirmation message.

Step 8: You can then review the updated information on the Members page.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.