Update users with a spreadsheet

Update spreadsheets save time and allow you to update multiple items at once.

  • Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
  • Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.

Formatting rules

  • All information should be entered as text or dates.
  • You can add sheets if needed, only sheet named DataEntry is processed.
  • Do not remove columns.

Download the update spreadsheet

You can find all the spreadsheets to manage users and user groups in Users and Roles or on the Setup Spreadsheet Log.

From Users and Roles

  1. Click the Excel button.
  2. Under the Download section, choose Update User Groups Spreadsheet.
  3. Set the filters as needed to limit the amount of data in the spreadsheet.
  4. Download the spreadsheet.
  5. The name format is yyyymmdd-UPDATE_UserGroups.xlsx.
  6. Add your information and save the setup spreadsheet.
  7. Use the Excel button to upload your spreadsheet.
  8. The Setup Spreadsheets Log reports the results and any errors. You can download the kickout (errors) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

    *Not available for Pro and Express users.

Available update columns are listed below.

Column

Rules

User Name Update

Enter the new username.

Password change on next login

Choose yes or no.

Require Strong Password

Choose yes or no.

Full Name Update

Enter the updated full name of the user.

Email Update

Enter the updated email address.

Active User Update

Choose yes or no.

User Role Update

Choose a role from the drop-down.

Report Group Update

Choose a group from the drop-down.

Limit Place Access Update

Choose the topmost place accessible for this user.

Limit Cost Center Access Update

Choose the topmost cost center accessible for this user.

Maximum Bill Approval Amount Update

If blank, no approval limit is applied to the user.