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

💡 TIPS: To ensure your import runs smoothly:

  • Make sure you save the Bulk-Upload Template file as a .CSV
  • Both Names or Reference Numbers can be used to identify members, however, they need to be exactly as recorded in your team's account. To ensure this, download the 'Current Members' list from the Members page under Planning
  • Leave the expiry date blank if your qualification does not have an expiry date
  • Dates must be in YYYY-MM-DD format

To bulk qualify members:

  1. Go to Planning > Qualifications 
  2. Click into the qualification you wish to update
  3. Click Qualify Members
  4. Click upload spreadsheet
  5. Download our Bulk-Upload Template
  6. Update the template with the applicable information
  7. Once the template has been populated, go back to the qualification you want to update
  8. Click Qualify Members
  9. Click Upload Spreadsheet and select the file or simply drag and drop the file into the box
  10. Once the file has uploaded, wait for the page to automatically submit
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