It's easy to change your users' email addresses in bulk. This is useful when transitioning between domain names or when changing your email usernames.
Downloading your user list
To change your users' email addresses 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 your CSV export is downloaded, you can open, edit and save the CSV in any spreadsheet editor, including Apple Numbers, Microsoft Excel and Google Sheets.
Making your changes
When you open your CSV with your spreadsheet editor, you'll see a column titled id. This will be the first column. The id column is how we keep track of your users, so be sure to leave this column alone.
Make your changes to the email column. In this example, we're going to be moving from @bonusly.com email addresses to @bonus.ly
*An important note on manager emails
If you've added manager relationships for your users, you'll need to delete the manager_email column entirely from your spreadsheet. Don't worry — all relationships will be kept as they currently are.
Uploading your changes
Once you’ve changed your users' email addresses 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:
“Deactivate users not in the list?” option:
Since you're not archiving users with this upload, 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:
If everything looks good, click the green “Import” button below the data on the left side of the page:
A new box will pop up on the screen to confirm the changes. Click “Let’s do it!”
You’ll see some green text confirming the upload was successful. Your new email addresses are now live in Bonusly! 🎉
Have any questions? Send us an email at [email protected].