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Add or replace custom group members with an Excel file

Add or replace custom group members with an Excel file

The Bulk Update & Replace feature allows you to efficiently manage individuals in Custom Groups by uploading an XLS file. You can now add new members or replace the entire list, eliminating manual deletions.

Published on February 14, 2025
Who this is for: Admins and users who can edit audiences
Upload an Excel file to add people to a custom group in bulk, or to replace the whole member list in one go, without removing people one by one.

Open the upload

  1. Go to Audiences in the left menu and open the Custom groups tab. From inside an initiative, open Audience and the custom groups list instead.
  1. Open the custom group you want to update.
  1. Choose Upload and download the template.

Fill in and upload the file

  1. List the work email address of each person, one per row.
  1. Make sure everyone in the file already exists in ChangePlan as an individual. Email addresses must match their records. Import new people first.
  1. Upload the file.

Choose Add or Replace

After you upload the file, pick one option:
Option
What happens
Add to list (default)
Adds the people in the file. Current members stay in the group
Replace list
Removes all current members and replaces them with the people in the file. Anyone not in the file is removed from the group
notion image

Org groups

The same upload is available for org groups: open the group on the Org groups tab and upload a file of members.

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Still stuck?

Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 21 October 2026
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