Extending User Data with User Custom Fields-5 - Bulk update existing users' custom fields

5 - Bulk update existing users' custom fields

Video Transcription

Video Summary

The video explains how to update custom fields for users who logged into a system before the implementation of single sign-on. These fields, populated during single sign-on, will be empty for earlier users. To update these fields in bulk, download an Excel template specific to the custom fields, fill in the data using an external CRM or AMS, and upload it back to the system. Validate the data, ensure the format is unchanged, and use the "ignore blank data" option if needed. The video demonstrates the process, emphasizing the importance of testing with a small dataset first.

Keywords

custom fields

single sign-on

bulk update

Excel template

data validation