Do you need to update a lot of user data at the same time? Workleap Bulk Provisioning makes it a breeze to update multiple user profiles at once via our custom import file. Learn about the easy-to-follow 4-step process below.
Step 1 - Use our custom import file
First, download the custom import file from the Workleap Management App. Select Bulk Provisioning from the side menu, then Download File under Step 1.
Step 2 - Edit the file
Now, open the XLSX import file in a spreadsheet editor such as Microsoft Excel. The file contains your organization's current user data. You can adjust the file's data to activate new users, deactivate users, add users to Teams, or update properties.
Here's a breakdown of the import file's columns:
Email: The user's email address and username (all lowercase). To activate a new user, enter the user's email in a new row. To deactivate a user, delete their row.
First Name: The user's first name.
Last Name: The user's last name.
Job Title (optional): The user's job title. Users can add a job title in the Users settings.
Direct Manager Email (optional): The email of the user's direct manager. If you add a manager's email to this field, the user is added to their Team when you re-upload the file in step 3.
Language Preference (optional): The user's Pulse Survey language. The supported languages are:
- English
- Français
- Español
- Português
- Deutsche
Direct Manager (optional): The user's direct manager for Performance Management.
Other columns: The other columns correspond with the Properties you've set up in the app. You can update user Properties as needed in the file.
Step 3 - Save and upload your updated file (10 MB max)
When you've made all the desired changes, save the file in XLSX format. Then, drag and drop the file into the Workleap app's Bulk Provisioning page.
Step 4 - Confirm
When the import is complete, you'll see a summary of your changes and any errors if present. You must fix any errors in the file before completing the import.
If you added or removed users from the file, you must check the appropriate box in the summary to activate or deactivate them. If all the changes are correct, select Complete import.