Blink provides the option to bulk update up to 5000 of your users with one click of a button. Bulk updates may only be done by an Organization Admin. If your organization is managed through SCIM, you will not have the option to bulk update profiles; however, you will be able to update team access as needed.
In a Bulk update, you can update most profile information but there are some limitations. Please refer to the table below:
👍 Can Update | Teams, First Name, Last Name, Job Title, Employee ID, Department, Line Manager, Company Name, Location, and Contact Information |
🚫 Can't Update | Role within Blink (can't update Basic Users to be Org Admins). |
In this article:
Starting the Bulk Update
Open the "Users" page in the Admin portal
Select 'Bulk Update'
Click 'New Update'
Under the "Update Users" option, click the 'Begin update' button
This will take you to the Setup page. It's imperative to understand this page in order to successfully complete the update. Please read on for a complete explanation of this page.
Understanding the 'Setup'
As stated previously, the 'Setup' page is incredibly important. This page defines which users will be on the provided exported file that you will use to update your users and provide the Teams if you are looking to bulk add users to a Team.
Select teams
Choose the teams that will be impacted by your update.
To select a team, swipe the "Include team member profiles" toggle to the right (it will turn blue)
To exclude team member profiles (not add any users from that team) swipe the toggle to the left (it will be grey).
If you are looking to add members to a team as part of an update but don't want the current team member profiles in file, we recommend adding the desired team and excluding the profile information.
If you'd like to download all users on Blink (as opposed to specific teams), you can navigate to the Users view in Admin, click the Actions button and select "export users". This file will be in the same format as the bulk update template so it can be used for a bulk update as well. This will include ALL users, including those with deactivated accounts.
If you need to filter out deactivated users, navigate to column U (is_disabled) and filter out any rows where the value is X as this will indicate that the user is currently disabled.
We recommend you go into this with a clear understanding of the purpose of the update. Are you trying to update certain fields of a profile? Are you trying to add some users to a Team? Follow the instructions below that best correspond with your goals:
Updating certain fields | Updating team access |
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Getting the update ready
Once you have completed the above you will be provided with the exported Template containing the Team(s) and users. Depending on the size of the file it may take some time. Click 'download'.
The file will download to your hard drive from where you can update it in your File Manager, or recently downloaded folder. Allow editing and start updating!
If you are just updating Profiles then you can now start updating the fields to what you need.
If you are updating Team Access then scroll across and you will see the Team(s) you added to the export. Put an 'x' in every row under the correct Team to add them to it.
It is incredibly important to not edit anything in the first column, or edit any of the Teams in the top row. If this is done the import will not run.
This article has more information about how to format/enter your updates to ensure the upload is successful. For help specifically with Start Date formatting, please go here.
Once you are happy with the file save the file under a recognizable name.
Uploading the completed file
Add a name to the update. You cannot proceed without adding a name.
Then upload your newly saved and updated file. Click browse and select it from your files.
Once the file is added click 'Upload'. This will start the 'Upload'.
Depending on the size of the upload it may take a while. But once that is done you have finished the update.
Troubleshooting your update file after a failed update
Head back to the Bulk Update page
Click on the import that has failed
From here you can see each error, line by line
Open your update template and correct the errors. Be sure to save your changes to the file.
Re-upload your file and press Next
We will update your users again and email you to let you know if it has worked - if it doesn't work, you will need to repeat these steps
💡 Helpful Hint 💡
If any users are added onto Blink or if their details are amended in the time period between downloading the excel file and re-uploading the same excel file in the upload portal, those amendments that have been made outside of the excel file in that timeframe (i.e. changes made directly in Blink or via a different upload) won't be reflected on Blink.