This option allows you to update existing people in bulk by downloading an Excel file, making the desired changes, and then re-uploading the Excel file.
- Navigate to "More > Bulk Tasks > Update People."
- Click the "Download Template File" button.1
- Make the desired changes to the downloaded template file.
- Import the file back in using the "Import Updated People" button. The information for those people will be updated.
You are free to remove both columns and rows from this file; the only required column is "Breeze ID" as this is what associates the row with the correct person. Removing columns excludes those fields from the update. Removing rows excludes those people from the update.
The update will reflect exactly what's in the file you import. If you remove data from the file, it will be removed from Breeze (e.g. if you delete a phone number in the file, that phone number will be removed from Breeze when the file is imported).
For details on how to format your data, please follow the guidelines listed for importing people.