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, UtilityManagement only processes the sheet named DataEntry.
Do not remove columns.

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

Click the Excel icon.
Under the Download section, choose Update User Groups Spreadsheet.
Set the filters as needed to limit the amount of data in the spreadsheet.
Download the spreadsheet.
The name format is yyyymmdd-UPDATE_UserGroups.xlsx.
Add your information and save.
Use the Excel icon to upload your spreadsheet.
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.