Users, Teams & Access

How to Bulk-Edit Users with Excel

Overview 

For larger or more detailed changes, you can bulk-edit users through Excel. You export the users you want, make your edits in the file, and import it back into FieldPie; the changes you made then appear on the accounts. This method shines when the edits differ from person to person or span many fields, because you can work across the whole set in a spreadsheet. The identifying columns from the export are what let FieldPie match each row back to the correct user, so they must stay intact. 

Before You Start

You need access to the Users area and permission to export and import data. Export the users first so your file already has the right rows and columns, and edit only the values you want to change—keep the identifying columns untouched so every row matches the right user. 

How to Bulk-Edit Users with Excel

  1. In the left navigation menu of FieldPie, select Users. 
  1. Use the checkboxes to select the users you want to edit. 
  1. Click the export icon in the top-right corner. 
  1. Export the selected users in XLSX or CSV format. 
  1. Open the exported file and edit the user information directly in Excel. 
  1. Return to FieldPie and click the import icon. 
  1. Click Import Data to upload the updated file. The changes you made in Excel are applied to the users. 

Tips and Things to Know

  • Keep the identifying columns from the export unchanged—those are how FieldPie matches rows to users. 
  • Edit only what needs to change; leave the rest of the cells as exported. 
  • This method is ideal when edits vary between users or cover many fields at once. 
  • If a row won’t match on import, check that its identifying values were not altered. 

Frequently Asked Questions

Use Excel when the changes differ between users or you need to edit many fields. Quick Edit is best for applying one shared value to a group.

It matches the imported rows to existing users using the identifying columns, so keep those columns from the export unchanged.

Make sure you re-imported the edited file and clicked Import Data. If a row couldn’t be matched or a value was invalid, review the file and import again.

The Excel bulk-edit flow is aimed at updating existing users. To add brand-new users, use the standard user import instead.