If you need to update the information for multiple users, uploading them in CSV format might be a good option for you.
Before you begin:
Download User Info (CSV): This option exports a CSV file containing all your existing users and their current information. You can use this file as a starting point to fill in any missing data before re-importing it.
Download Blank CSV Template: Use this to view the required column headers. When filling out this template, ensure the email addresses match the data exactly as exported from your admin console.
1. Access the BulkSignature application.
2. Go to Company Data.
3. In the top right corner of the users list locate the Bulk Update Users button.
4. Download user info in a CSV file/Blank CSV template by clicking on the corresponding button.
Choose one of the options before importing the actual CSV file.
You will need to fill out the info based on the template downloaded above. We don't accept other CSV formats.
Your file should be in the CSV file we provided to you above.
Open the downloaded CSV file in a spreadsheet application, such as Microsoft Excel.
5. Fill out the CSV file. For each user you want to add, enter the following information in these columns in the spreadsheet:
✓ Email — this information is required. This is the unique identifier for each user. Make sure that the email written is correct. It will already be provided if you are downloading user info from CSV file
✓ First Name — this information will already be provided if you are downloading user info from CSV file
✓ Last Name — this information will already be provided if you are downloading user info from CSV file
✓ Job Title — Maximum 250 characters
✓ Department — Maximum 250 characters
✓ Address (Home) — Maximum 500 characters
✓ Address (Work) — Maximum 500 characters
✓ Phone (Work) — Maximum 500 characters
✓ Phone (Mobile) — Maximum 100 character
✓ Phone (Home) — Maximum 100 characters
✓ Custom Field #1 — Maximum 250 characters
✓ Custom Field #2 — Maximum 250 characters
✓ Custom Field #3 — Maximum 250 characters
✓ Custom Field #4 — Maximum 250 characters
✓ Custom Field #5 — Maximum 1000 characters
Make sure your spreadsheet matches the format shown below:
6. After filling the spreadsheet, save it as a CSV file (.csv). The maximum CSV file size is 35 MB, and the maximum number of records per file is 150,000.
7. Upload it back to the system.
8. Click Update users.
↪If there's an error, enter the missing information in your spreadsheet and upload the file again.
↪If you upload many records at once, you may need to wait a few minutes before your data appears.
If you encounter an error during the upload process, please verify the following:
Column Consistency: Ensure all columns from the template are present. Avoid merging cells, as this disrupts the CSV structure and misaligns your data.
Required Fields: Every row must include a valid Email Address. The import will fail if this field is blank.
File Alignment: Ensure the grid structure (rows and columns) remains intact and follows the original template format.
Character Limits: Confirm that no single field exceeds the maximum character length
If you have trouble updating user info, feel free to reach out to us through live chat or email at [email protected]