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Bulk updating groups
Who is this article for?
Administrators managing groups
Administrator access is required.
Managing employee group assignments manually can be time-consuming and prone to error—especially in large organisations. Bulk updating groups offers a streamlined way to make changes across multiple users at once, saving time and ensuring consistency.
This article outlines how to perform a bulk update.
This article outlines how to perform a bulk update.
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.
- Click Send to to begin the group update process.
- Click Open Admin to access the administration settings.
- Click People to open the People section.
- Click Bulk Group to access the bulk group update feature.
- Click Export to download the current group data as a CSV file. You can then update this file with the new group assignments.
- Click Select CSV File... to upload your updated CSV file.
- Click Import to apply the group updates from your file.
