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Extracting, managing, & updating Contributor data

 

Once all your Contributors have been created, you can extract your Contributor data in a way that allows to easily make bulk updates and is also a good way to keep backup documentation of all your employee data. 

This data does not include Contributor Profile information, which can be extracted in Contributor Profile status report.

 

Step 1: Click the Gear icon and go to Administration settings > Bulk manage Contributors > Extract/manage all Contributor data 

 

Step 2: Click the Extract & manage Contributor data button. This will initiate a download of a CSV file.

extract02.png

Step 3: Open the CSV file with any spreadsheet editing software (i.e. Excel). You can now edit/update any field of Contributor data EXCEPT for the Username (doing so will end up creating a whole new user. System Admins can update an individual Contributor's Work email/Username by editing their Profile). Once your editing is complete, you can save your CSV file as a backup record.

NOTE - If you're manually adding a Location/Org to your extracted data that includes a "|" (eg. "Main|HQ"), then the "|" must be prefaced with a "\" (eg. "Main\|HQ"). If not, when you re-import the data, it will create two separate Locations ("Main" and "HQ"), instead of one ("Main|HQ").

Step 4: Go back to the Extract/manage screen. Click the Choose file button to browse to your saved CSV file, select it and then Upload your updated Contributor data. 

extract03.png

 

TIP: You can update specific Contributor fields via the "Extract/manage all Contributor data" screen using a CSV file that includes only the Username field and the field(s) you want to update. You don't need to use a form that includes every available field.

Should you require additional support, please contact us at support@jostle.me

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2 Comments

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    Aaron Kitto

    Hi - anyway of extracting all the data including data like Bios and Role and Tags?

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    Brad Palmer

    Aaron,

    Sorry for the slow reply. I am afraid at present we cannot extract this data, however it is on our road map. It would be great to know how many people fell a need for this.

    Bruce

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