Summary: This guide walks you through using the Bulk Task Tool to import and update existing user information in your People database from an external system or spreadsheet, allowing you to efficiently update records without manual data entry.
Before You Begin
- You must have the necessary permissions to access and modify Settings and Bulk Tasks.
- All external data must be formatted to match the column headers in the downloaded template file.
- Do not change the column headers in the template file.
Step-by-Step Instructions
1. Select Settings from your main navigation menu.
2. Select Bulk Tasks.
3. Select Update People.
4. Download the Template File. [Open it on your desktop.]
5. Remove all template example data from the file, leaving only the column headers intact.
6. Populate the file with your updated people records.
7. Navigate back to Tithely and Select Import Updated People.
8. Select Click to Browse for Files and Select the updated file from your computer.
9. Select Import Now. [The tool will begin reading and updating the existing user records in your People area.]
Troubleshooting & FAQs
- The uploader was unable to validate my file: This almost always means the headers are not correct. It is essential to leave the headers exactly as they appear in the template file downloaded in Step 4.
- Can I add new people using this tool? This tool is designed primarily to update existing users. While it may handle new records, the dedicated Import People tool is recommended for adding large batches of new profiles.