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Bulk update users

In this article we will show you how to update users in bulk using an Excel spreadsheet or Google Sheet.

Lara Macarena Sastre avatar
Written by Lara Macarena Sastre
Updated over a week ago

In this article we will show you how to update users in bulk using an Excel spreadsheet or Google Sheet.

1. Open the spreadsheet that we share here in Excel or Google Sheet . 👉 Go to File (or File) and choose "Create a copy" (or Make a copy) to be able to edit it with the information you need to update.

You don't need to add all the columns to perform an import, just the columns marked as Required .

Details of the headers of each column

Headboard

Detail

external_id (optional)

It is a unique identifier for the user and should not be confused with the ISBN of the publication.
We recommend using this field, as it is the only way to reference a user after import, other than email.
It must contain a maximum of 250 characters. It can contain alphanumeric characters, as well as hyphens and underscores.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

email (required)

User's email.
It must contain a maximum of 250 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

assign_plan_id (optional)

This is a unique plan identifier and is used to automatically assign a plan to imported users.
Write to us at [email protected] indicating the name of the plan for which you need the identifier so that we can indicate it to you.
The format of this column must be Number. To do so you must select the column, click on Format > Number > Number.

assign_plan_valid_from (optional)

In case the user has a valid plan from a certain date.
The format of this column should be Date “year-month-day” (2019-04-28). To do so, you must select the column, click Format > Number > More formats > More date and time formats.

assign_plan_valid_to (optional)

In case the user has a valid plan until a certain date.
The format of this column should be Date “year-month-day” (2019-04-28). To do so, you must select the column, click Format > Number > More formats > More date and time formats.

only_sees_readable (optional)

In case the user only sees the posts they can read. It must contain 1 (one) or 0 (zero). Default is 0 (zero).
The format of this column must be Number. To do so you must select the column, click on Format > Number > Number.

name (optional)

The name of the user. It must contain a maximum of 50 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

sessions_limit (optional)

Session limit for each user. Range between 1 and 99999.
The format of this column must be Number. To do so you must select the column, click on Format > Number > Number.

national_id (optional)

It is the user's identification number (for example, in Argentina the DNI)
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

address_line_1 (optional)

The address of the user. It must contain a maximum of 50 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

address_line_2 (optional)

The additional address of the user. It must contain a maximum of 50 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

town (optional)

The user's city. It must contain a maximum of 50 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

status (optional)

The state of the user. It must contain a maximum of 50 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

country (optional)

The country of the user. It must contain a maximum of 50 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

postal_code (optional)

The user's postal code. It must contain a maximum of 20 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.

other_information (optional)

Other user billing information. It must contain a maximum of 512 characters.
The format of this column must be plain text. To do this you must select the column, click on Format > Number > Plain text.


2. Once the form is completed you must save/download it as an .xlsx file to be able to upload it to your store.

3. Go to the Store Control Panel , then Settings > Imports.

4. Click New Import , choose the Update users option and add the file you created.

5. Click the Create Import button and the process will automatically run.

Once finished, you will be able to see in that same section if the upload was successful or if an error was generated.

In some cases it may be necessary to refresh the page to see the final status of the process if the process continues to show as "Processing" for several minutes.



Common mistakes

Within See details of the report you will be able to see the errors in case any occur and it will be indicated with the row of the spreadsheet in which said error is occurring. The indicated row is exactly the same as in the spreadsheet, counting the header as number 1 (one).

The different errors that usually occur are the following:

  • Invalid headers: This is one of the most common. It is likely that some of the headers were modified by hand and do not exactly match what we indicated in the example file.

  • Date with wrong format: the date format must be followed as indicated in the previous points (2019-04-28). Example: use slashes instead of dashes (2020/01/20) or write without using the corresponding order (01/20/2020) or abbreviate the year with two numbers (01-20-20).

  • Too many characters: not respecting the maximum number of characters for the fields as indicated in each case.


We hope this tutorial has been easy for you. If you have questions, write to us at [email protected] .

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