The Bulk Update feature allows you to bulk update and change attributes on multiple member profiles at one time.
Note: Files must be saved in standard .CSV format (not UTF-8 .CSV format)
Step 1: Select Members on the left sidebar menu.
Step 2: Select the Update via CSV
Step 3: Create and upload a CSV file. You can do this by:
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Going to the Members file and clicking the Export button to download a CSV of your Members list
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Copy and re-use the CSV template here
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Files must be saved in standard .CSV format (not UTF-8 .CSV format)
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Create your own with the following column names:
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user_id
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Email (required)
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first_name
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last_name
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employee_id
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manager_email (required)
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program_name
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Roles
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mobile_phone
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start_date
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end_date (required to remove someone from the system)
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leave_start_date
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state
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zip_code
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annual_business_miles
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disallowance_amount
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meta_data (You can update user metadata by prepending the metadata name with "meta_" in the CSV column name)
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Step 4: Input the updated information for the team members into the right fields.
Pro tip: If you want an employee to have multiple roles, include them in the "Roles" column separated by a semicolon (e.g. Manager; reviewer)
Click here to view role permissions.
Step 5: Upload the file with the new information, and if you're satisfied with the accurate information, press the Update Members button.
Step 6: A loading message will appear 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 by viewing the detailed view of the employee 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.
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