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:

• Going to the Members file and clicking the Export button to download a CSV of your Members list

• Copy and re-use the CSV template here

  • Files must be saved in standard .CSV format (not UTF-8 .CSV format)

• Create your own with the following column names: 

  • user_id

  • Email (required)

  • first_name

  • last_name

  • employee_id

  • manager_email (required)

  • program_name

  • Roles

  • mobile_phone

  • start_date

  • end_date (required to remove someone from the system)

  • leave_start_date

  • state

  • zip_code

  • annual_business_miles

  • disallowance_amount

  • meta_data (You can update user metadata by prepending the metadata name with "meta_" in the CSV column name)

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.