Bonusly’s bulk upload feature can be used to bulk edit your users information all at once. You can add, edit or archive users (or any combination of the three) with just one upload! 🎉
If you only want to make a change to one user, check out our article on editing a user.
Downloading your current user list
To edit current users, archive old ones or add new users in bulk, you’ll first need to download your current user list. You can do this by going to your 'Manage Users' page and clicking the “Export to CSV” button:
Once it’s downloaded, you can open, edit and save the CSV in any spreadsheet editor, including Apple Numbers, Microsoft Excel and Google Sheets. 👍
Making your changes: adding, editing, or deactivating users
Adding new users
To add a new user, add a new entry in the spreadsheet. Make sure to look at other users as a guide to inputting a new user's details.
Editing current users
To edit a current user, make the changes directly in the spreadsheet.
Note: In order to edit/update a users email, you need to download your user list from Bonusly, and keep the "id" column that is present. If you remove this column and change your users emails, their current account will be archived and a new account will be created.
To edit a user’s email, check out our article on editing a user.
To learn how to specifically edit all of your user's emails in bulk, check out our article "Changing your users' emails in bulk". 👍
Archiving current users
To archive a current user, delete their row entirely from the spreadsheet. Make sure not to leave an empty row behind.
Resetting column entries
If you delete a previously entered column from the spreadsheet before uploading, the information will stay the same within the system.
If you would like to remove the information in that column, delete the information out of the column but keep the header. This will reset the information back to blank for that field.
Uploading your changes
Once you’ve made your changes and saved the spreadsheet, it’s time to upload your changes into Bonusly. Head to the “Manage Users” page, then click the 'Bulk upload users' button:
You’ll be taken to a new page and presented with two options. We’re going to use the “Bulk Import from CSV/XLSX File” option. Use the file picker to upload your spreadsheet:
“Archive users not in the list?” option
Make sure to check this box if you are archiving users with this upload. If you’re not archiving users with this upload, you can leave this box unchecked:
Once you’ve selected your file to upload and decided whether or not to archive users, click the green “Upload” button:
Once your file has uploaded, you’ll be taken to a verification page that displays your list. This is your chance to double-check your data and make sure the list looks exactly the way you expect. *Note: If any columns cannot be uploaded, a prompt will appear in yellow at the top of the screen. The prompt for the following columns can be ignored, as they do not need to be uploaded: "last_active_at", "created_at", and "allowance_balance".
If everything looks good, click the green “Import” button below the data on the bottom left side of the page:
A new box will pop up on the screen to confirm the changes. Click “Let’s do it!”:
After the progress bar is complete, you’ll see some green text confirming the upload was successful, and your changes will now be visible from the user management page. If you've added new users, they'll immediately receive an email invitation to join Bonusly. 🎉
Still need help with our bulk upload feature and user editing? Just send us a message via chat or an email at [email protected]!