Who is this article for?

Administrators managing the system.

Administrator access is required.

Managing organisational data at scale can be a daunting task—especially when changes span across departments, employee records, and group configurations. Whether you're restructuring your org chart, onboarding new hires, or realigning teams into new groups, bulk updating offers a fast and efficient way to implement wide-reaching changes with minimal manual effort.

This article outlines the benefits of and risks of bulk updating and provides links to articles offering specific guidance.

The benefits

Bulk updates allow you to:

• Save time by applying changes to multiple records in one go—ideal for large-scale reorganisations or onboarding.
• Maintain consistency across your org structure, employee data, and group assignments by using standardised templates.
• Improve accuracy by preparing and validating changes in a structured format like a CSV file before importing.
• Adapt quickly to business changes such as mergers, departmental shifts, or policy updates.

The risks

Despite the advantages, bulk updates also come with potential pitfalls:

• Data integrity issues if the import file contains errors or outdated information.
• Unintended consequences such as incorrect reporting lines, misassigned roles, or broken group hierarchies.
• Limited rollback options, making it difficult to reverse changes once they’re applied.

Before performing a bulk update, it's essential to thoroughly review your CSV files for accuracy and data integrity. Even a small error or inconsistency in the file can lead to widespread issues across your system—affecting reporting lines, user access, or group assignments. Taking the time to validate your data upfront helps prevent disruptions and ensures a smooth, reliable update process. Please keep a backup copy of your original CSV before making any changes.

Further reading

• Bulk updating the org structure
• Bulk updating employees
• Bulk updating groups