Batch Add/Update Custom User Profile Fields

You can use a batch process to add, delete, or edit multiple custom user profile fields at the same time. This is typically done to save time instead of having to add or update custom fields one at a time in the user interface.

To batch add/update custom user profile fields

1. Click Configuration > User Profile on the navigation bar.

   The Manage User Profile Fields page displays.

2. In the Custom Fields section, click Batch Add/Update Fields.

   The Batch Add/Update Custom User Profile Fields page displays.

   

3. Click Download Field Definition Report.
4. In the Download Field Definition Report dialog box, select which custom user profile fields to include in the downloaded file. Valid options are All Fields or All Enabled Fields.
5. Click OK.
6. Open the downloaded file, modify it as desired, and then save the file.

   Note: The column headings are case-sensitive and must match your user profile fields exactly.

7. On the Batch Add/Update Custom User Profile Fields page, click Browse to navigate to the modified .csv file.
8. Click Upload.
9. Click Back to User Profile Management. Any updates made to the .csv file are reflected in the Custom Fields section.