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Bulk Update & Replace Individuals in Custom Groups via XLS

Bulk Update & Replace Individuals in Custom Groups via XLS

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

How to Bulk Update or Replace Individuals in Custom Groups

1. Access the Custom Group Upload Area

You can update Custom Groups from either All Initiatives or a Single Initiative:
  • Single Initiative Level:
    • Go to: Single Initiative > Audiences > Custom Groups
    • Select a Custom Group > Click Details > Upload XLS
  • All Initiatives Level:
    • Go to: Audiences > Custom Groups
    • Select a Custom Group > Click Details > Upload XLS

2. Upload the Updated XLS File

  • Download the Individuals Import Template for reference.
  • Ensure that all individuals in the file already exist in ChangePlan (email addresses must match system records).
  • Upload your updated XLS file.

3. Choose an Import Option

After uploading the file, select one of the following:
  1. Add Individuals (Default)
      • Adds new individuals to the Custom Group.
      • Existing members remain in the group.
  1. Replace Current List (New)
      • Removes all current members and replaces them with individuals in the uploaded file.
      • Individuals not in the new file are automatically removed.
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Where This Feature Applies

  • Org Chart Groups:
    • Go to: Audiences > Org Chart Groups > Select a Group > Details > Upload XLS
  • Custom Groups:
    • Upload individuals directly and select either Add or Replace.

Why Use This Feature?

✔ Saves Time – No need to manually remove individuals before adding new ones.
✔ Ensures Accuracy – Keeps your Custom Groups up to date.
✔ More Control – Choose to add or replace members in bulk.
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