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"
- Select "Tasks"
- Choose "Update People" on the left.
- Click the "Download Template File" button1 and 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 delete 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. Deleting columns excludes those fields from the update. Deleting rows excludes those people from the update.
The update will reflect exactly what's in the file you import. If you delete data in a cell of the spreadsheet, it will be deleted from Breeze (e.g. if you delete a phone number for a specific person, not the entire phone number column, 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.
Here is an example of deleting a column from Breeze which will prevent any information in that column from being updated: