Bulk Qualifying Members
ℹ️ NOTE: Before you are able to bulk qualify your members for a qualification, you must first add the qualification. Once the qualification has been added, you will need to download and fill out our Bulk-Upload Template from the Qualifications page.
🔑 ACCESS LEVEL: Owner or Editor
⚠️ ATTENTION:
- Do not delete the column headings shown in the upload template
- Names or Reference numbers of the members that you are qualifying need to be exactly as recorded in your team's account
- Leave the expiry date blank if your qualification does not have an expiry date
- Dates must be in YYYY-MM-DD format. Once the file has been uploaded successfully, the D4H system will convert the dates based on the date format that is selected in your account.
To bulk qualify members:
- Go to Planning > Qualifications
- Click into the qualification you wish to update
- Click Qualify Members
- Click upload spreadsheet
- Download our Bulk-Upload Template (save file as a .CSV)
- Update the template with the applicable information; start adding member details in the second row
- Once the template has been populated, go back to the qualification you want to update
- Click Qualify Members
- Click Upload Spreadsheet and select the file or simply drag and drop the file into the box
- Once the file has uploaded, wait for the page to automatically submit