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How do I perform a bulk upload of profile fields?

To perform a bulk upload of profile fields, also called dynamic fields, you must:

1. Login to Humand Admin.

2. Go to the "Settings > Profiles" section.

3. Select "Bulk upload of profile fields".

 

3. Then follow this step-by-step:

  • Download the blank spreadsheet.

     

  • Follow these tips when completing the fields:

    • Type must be: Number, Date, Text or User
    • Visibility must be: Everyone, Admins only or User himself & Admins
    • The value of Editable should be: Yes or No
    • The value of Active should be: Yes or No
    • The format of the excel must remain the same. No new columns or tabs can be added.
    • Cells can't exceed 255 characters.
    • The excel file can have up to 100 rows
  • Select the file to upload. Finally click on the "Complete" option.

    After the upload, we can check on the Status column to see if the data upload was successful:

     

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