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. |
email (required) | User's email. |
assign_plan_id (optional) | This is a unique plan identifier and is used to automatically assign a plan to imported users. |
assign_plan_valid_from (optional) | In case the user has a valid plan from a certain date. |
assign_plan_valid_to (optional) | In case the user has a valid plan until a certain date. |
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). |
name (optional) | The name of the user. It must contain a maximum of 50 characters. |
sessions_limit (optional) | Session limit for each user. Range between 1 and 99999. |
national_id (optional) | It is the user's identification number (for example, in Argentina the DNI) |
address_line_1 (optional) | The address of the user. It must contain a maximum of 50 characters. |
address_line_2 (optional) | The additional address of the user. It must contain a maximum of 50 characters. |
town (optional) | The user's city. It must contain a maximum of 50 characters. |
status (optional) | The state of the user. It must contain a maximum of 50 characters. |
country (optional) | The country of the user. It must contain a maximum of 50 characters. |
postal_code (optional) | The user's postal code. It must contain a maximum of 20 characters. |
other_information (optional) | Other user billing information. It must contain a maximum of 512 characters. |
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] .