Updating Service Provider Members

How to update your Service Provider Member records. You must have the Service Provider Manager user role assigned to edit these records.

There are two ways of updating your Service Provider Member records, manually one-by-one, or in bulk via CSV import. You can update most information and even delete members using the CSV import.

To access the Service Provider Manager and update your members, the Service Provider Manager Add-on needs to be enabled by the account owner and you must have the Service Provider Manager user role assigned. If either of these are missing, Service Provider Manager will not appear in your Tools menu.

Updating Manually

To update one member manually:

1. Go to Tools > Service Provider Manager

2. Select Members from the left-hand menu

3. Use the search fields to find the member you want to update

4. Click View next to the member's name

2017-10-02_14-28-44.png

5. Make any changes necessary to any of the member's information

Please Note: You can use the left-hand menu to skip to the relevant area. Make sure to save the page after each change you make.

2017-10-02_14-33-44.png

6. Select Back to Members List when you are finished to return to the list of Service Provider Members.

Updating via CSV Import

To update your members in bulk, you need to export your member list, make any changes, then import the changed list. There are options for deleting members when re-importing the list.

Export and Prepare Your CSV File

1. Go to Tools > Service Provider Manager

2. Select Members from the left-hand menu

3. Click Export Members

4. Save the file to your computer

5. Make any changes to the member’s profiles. If you want to delete any members, remove them from this CSV file.

6. Save your spreadsheet as a CSV file. For best results, use the CSV UTF-8 file type.

2017-05-22_11-48-05.png

Importing Your CSV File

Once your CSV file has been updated and ready for import:

1. Go to Tools > Service Provider Manager

2. Select Members from the left-hand menu

3. Click Update Members

4. Click Select CSV File

5. Select the saved file from your computer and click Open

6. Click Next

2017-05-22_11-51-32.png

The headings of your columns will be matched automatically with the appropriate fields in WhosOnLocation. If you have entered your information correctly then they will all match up.

7. Select a Unique Identifier. This will be used to match the records in your file with the records in WhosOnLocation. The most useful identifier to use when updating records is the WOL ID because it is created by the system and unique to every member.

2017-05-22_13-29-38.png

8. (Optional) If you are deleting any members, tick the Remove Missing Records checkbox

9. Click Next

Your members will update automatically and you will be notified how many were updated and/or removed.

Exporting Service Provider Members

If you want to export a list of your members to edit or for reporting purposes you can do so from the Member list. You can export all members or only those matching the filters that are currently applied.

1. Go to Tools > Service Provider Manager

2. Select Members from the left-hand menu

3. Click Export Members

4. Select either Export All or Export based on Current Filters

If you choose Export based on Current Filters, the CSV file that is exported will contain only those members matching the filters that are currently applied to the member list.

5. Save the file to your computer

2017-10-02_14-35-40.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request