How to mass change member info using excel template (如何使用 Excel 模板批量修改会员信息)

 

How to mass change member info using excel template
(如何使用 Excel 模板批量修改会员信息)

There is no Mass Update function for members' setting in our back office. However, there is still a more efficient way to manage member info via the use of "Export" & "Import" option.
我们的后台没有会员设置的批量更新功能,但仍可通过“导出”和“导入”选项更高效地管理会员信息。


Follow the steps below to create a category:
请按照以下步骤创建分类:

  1. After you have logged in to your back office, click on "CRM" category
    登录后台后,点击“CRM”分类
  2. Next, click on the "Member Information" sub-category
    然后,点击“会员信息”子分类


  3. Click on "Export" to export list of current active members out in Microsoft Excel format
    点击“导出”,以 Excel 格式导出当前活跃会员列表


  4. To modify the data, simply replace the data within the green field. Do not modify any data in the "Do Not Edit" column.
    修改数据时,只需替换绿色字段内的数据,切勿修改“禁止编辑”列的数据
  5. Once done with the modification of data, remember to click on "Save" to save the changes made.
    完成数据修改后,记得点击“保存”以保存更改
  6. Click on "Import" to upload the newly saved Excel file to override the existing data.
    点击“导入”,上传刚保存的 Excel 文件以覆盖现有数据
  7. Click on "Select" to choose your newly modified document.
    点击“选择”,选取刚修改的文档。
  8. After selection, click on "Upload".
    选择后,点击“上传”
  9. Successful data importation, old data has been replaced with the new changes.
    数据导入成功,旧数据已被新更改替换。

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