Bulk Updating User Information

Go to Admin Settings

1. Log in to the application.
2. Click Admin settings in the main menu.
3. From the dropdown, select Admin settings again.

2. Download the Sample CSV

1. In the Admin settings page, locate the Upload section.
2. Click Download Sample File.
3. The sheet will be downloaded to your computer in CSV format.

[](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_tjmumi.png)

3. Understand the Columns in the CSV

4. Open & Update the File

1. Open the downloaded CSV file using Excel, Google Sheets, or another spreadsheet tool.
2. For each person, fill in:

• • Associate Name → Full name
  • Email → Official email address
  • Associate ID → Internal employee ID
  • Designation → Job title
  • Role → Admin / Associate

5. Save the CSV

1. After filling in the details, save the file.
2. Make sure it remains in .csv format — do not change to .xlsx or other formats.

6. Upload the File

1. Go back to Admin settings in the application.
2. Click the Upload button.
3. Choose the updated CSV file from your computer.
4. Click Submit or Upload to import the data.

7. Confirm Upload

1. Wait for confirmation (e.g., “Upload Successful”).
2. If any error messages appear, fix the errors in the CSV and re-upload.

📝 Tips

✔ Always keep a backup of the original downloaded file.

✔ Check email spelling and format before uploading.

✔ Do not change any column headers.

Updated on: 09/01/2026