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Question

CSV Uploads and Manual Changes

  • November 13, 2025
  • 2 replies
  • 21 views

We plan to automatically upload our CSV file on a daily basis for our company, but we understand there is some manual work we plan to do on some users. Ex. we will manually assign our few Area Managers as Power Users and their Profile. 

But with reuploading the CSV file daily, would that impact those changes we made manually or reset them? Whether there's any part in the CSV file that changes for that Area Manager (ex. email, position ID,etc) or even if there are no changes and it just doesnt have the “Level” field to power user, would it remove their power user status we manually added?

2 replies

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  • Helper II
  • November 13, 2025

So long as you don’t include the field in the import it will just leave it as it is.


lrnlab
Hero III
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  • Hero III
  • November 13, 2025

@niki1109 Agree with the comment above - do not include those fields that only managed manually so they are affected by your upload.

You might also consider using the Automation app to have this done automatically. You will need an ftp server where you can upload the file (this process too can be automated).

Have a look and see if this can save you some time

Automation App (bookmarked to the appropriate section but you should read the whole thing to be sure)