Upload multiple data points at the same time to address the following situations:

• Member Creation—create members.
• Member Activation—update members' activation status.
• Member Data Deletion (CCPA)—execute member data deletion
• Member Account—update members' account details.
• Member Points—update members' points balance.
• Member Profile Questions—update members' profile questions.
• Member External Data—add or update member profile data from an external source.
• Member External ID—add or update members' external IDs used as unique identifiers

You may update data within Fuel Cycle manually or you may also use any batch update CSV file to update data through our API.

Manually Upload Data

For all batch updates, the following steps are the same:

1. Click on the Imports button on the main navigation menu.
2. Land on the Batch Updates tab.
   
3. Click on the +Create Batch Update button to get started.
4. Give your batch update a name in the pop-up window. This is for internal moderation purposes only.
5. Select the Type of update you're performing. Further settings may be required.
6. Upload File: Create and upload a CSV file with distinct columns based on your needs.

Sample CSV files with all the required columns are available for download to help you identify the necessary columns.

7. If your upload file requires a User ID, you will need to perform a Member Export to get that ID.
8. Once the CSV file is uploaded, click the Submit button and your member updates will be performed.

Update Validity

Check the current status of your new update at the top of the Batch Updates page. Larger files may take longer to process. Once the file is processed, the status will change to Completed.

Click the download link to view the details of the batch update you have performed, to ensure your update was successful. In this file, you will see a Success or Failure status for each row in your upload. Check that all were successful before moving forward.

After uploading batch updates, you may encounter error messages indicating invalid data. Please refer to each batch update type for details on valid values.

• User ID: Invalid user
• External ID: Invalid user
• Email Address: Invalid user
• New External ID: Invalid New External ID, New External ID is not unique
• New Email Address: Invalid New Email Address
• Username: Invalid Username
• First name: Invalid First Name
• Last name: Invalid Last name
• DOB: Invalid DOB
• Gender: Invalid Gender
• Status: Invalid Status
• Read Only: Invalid Read Only field
• Verified: Invalid Verified field

Following the upload, the updated fields are visible in the Member Export screen and directly in the member profile on the Community itself.

Member Creation

Use this batch update option if you need to add many new members sourced from another system.

After following steps 1-4 above, select Member Creation under Type.

By default, all new users added by this method will receive the "Account Creation" system email. The Account Creation email will notify members that an account was created in the community and link them to a page where they will create their password and then continue to complete all required account and profile questions.

Settings

Check the "Skip notification emails for this batch" box if you prefer that the email is not sent. 

Report Columns

You will need to create a CSV file with the following columns:

• Username
• Email
• First Name
• Last Name
• Read Only: Refers to how the member can interact with the community.
  • TRUE—When you use this option, the member will only have read-only access and cannot comment or participate in surveys or activities.
  • FALSE—When you use this option, the member will have permission to participate in all activities. This is most likely the option you will use for your members.

Once the CSV file is uploaded, click the Submit button and the member accounts will be created.

All members will receive an Account Creation system email with details on how they can log in, complete their profile, and participate in the community—unless Skip notification emails was selected during batch update creation.

Send Creation Reminders

If you would like to send the Account Creation system email after the batch update is complete, even if you initially selected Skip Email during creation:

1. Click on the batch update's name on the Batch Updates page to open the update's details window.
2. Under Notification Details, click on the Send Creation Emails button. 

Member Activation

Use this batch update option if you need to manually activate or de-activate multiple member accounts.

Settings

• Skip Email: By default, the "Welcome" system sends email to all members whose accounts are activated in this step. If you prefer the email not to be sent, select the "Skip notification emails" option.
  
  You must create a CSV file with the following columns: User ID and Activated.

A helpful shortcut is to download the link from the page.  This will start you with a CSV file with all the required columns.

• Activated: This field should be indicated with either:
  • TRUE (activated)
  • FALSE (not activated)

Once the CSV file is uploaded, click the Create button and the member activation status will be updated.

As with any Batch Update, you'll see your new update listed at the top with a status. Larger files will take longer to process, but once done, the status will be Completed. You can also click the download link to view the details of the batch update performed.

Report Columns

You will need to create a CSV file with the following columns:

• Username
• Email
• First Name
• Last Name
• Read Only: Refers to how the member can interact with the community.
  • TRUE—When you use this option, the member will only have read-only access and cannot comment or participate in surveys or activities.
  • FALSE—When you use this option, the member will have permission to participate in all activities. This is most likely the option you will use for your members.

Once the CSV file is uploaded, click the Create button and the member accounts will be created.

All members will receive an Account Creation system email with details on how they can log in, complete their profile, and participate in the community—unless Skip Email was selected during batch update creation.

Send Creation Reminders

If you would like to send the Account Creation system email after the batch update is complete, even if you initially selected Skip Email during creation:

1. Click on the batch update's name on the Batch Updates page to open the update's details window.
2. Under Notification Details, click on the Send Creation Emails button. 

Member Deletion

Use this batch update to delete any member's data. This update calls attention to the California Consumer Privacy Act (CCPA), but you can use it to delete any member data for any reason.

Report Columns

You will need to create a CSV file with the following columns:

• Email
• Reason

Once the CSV file is uploaded, click the Create button and the member accounts will be deleted.

Member Account Update

Use this Batch Update type to change fields or requirements for your members.

Report Columns

You will need to create a CSV file with the following columns:

• New External ID must be 6-30 characters and MAY CONTAIN alphanumeric or special characters . _ -
• The new Email address must contain an @ symbol.
• The Username must be 6-30 characters and MAY CONTAIN alphanumeric or special characters . _ -
• First Name: No requirements.
• Last Name: No requirements.
• Birth Date must be in YYYY-MM-DD, YYYY, or YYYY-MM depending on your date of birth requirements.
• Gender must be one of the following (and are case-sensitive):
  • MALE
  • FEMALE
  • NON_BINARY
  • NONE_ABOVE
  • PREFER_NOT_ANSWER
• Status must be one of the following (and are case-sensitive):
  • ACTIVE
  • INACTIVE
  • DORMANT
  • DELETED
• Read Only refers to how the member can interact with the community. Values must be one of the following (and are case-sensitive):
  • TRUE—When you use this option, the member will only have read-only access and cannot comment or participate in surveys or activities.
  • FALSE—When you use this option, the member will have permission to participate in all activities. This is most likely the option you will use for your members.
• Verified—This status refers to whether the member has been validated. Values must be one of the following (and are case-sensitive):
  • TRUE—When you use this option, the member will be listed as validated.
  • FALSE—When you use this option, the member will be listed as not validated.

In the uploading section, note “Member Account user_account.csv” to use as a template. If one column in the row fails, the whole row fails (all-or-nothing logic). If the row fails, the reason displayed in the download is for the first item that failed.

Once the CSV file is uploaded, click the Submit button and the member account data will be updated.

Member Points Update

Use this batch update option to quickly adjust reward points for multiple members. 

Report Columns

Create a CSV file with the following columns:

• User ID: Your update requires a User ID; you will need to run a Member Export to get that ID.
• Offset Points:
  • Enter a positive number to add points to a member's points balance.
  • Enter a negative number to remove points from a member's points balance.
• Note—(not required) This is for moderation purposes only and displays in the Edit Member details page in the admin panel. This is useful if a member asks why points were added or removed. Any moderator can look up the point history to see the details of this point adjustment.

Once the CSV file is uploaded, click the Submit button and the member points will be updated.

Member Profile Update

Use this batch update option if you need to add or change the profile responses for members manually.

Report Columns

User ID: Your update requires a User ID; you will need to run a Member Export to get that ID.

1. Download the member profile questions reference data from the Create Batch Update window after selecting Member Profile Update as the Type.
2. An Excel file will download to your computer listing all enabled profile questions with a corresponding Question ID and Answer ID. You will need to use these IDs to update your member profiles.
3. Now, click the sample User Profile Questions CSV to help you get started.
4. For each profile question you want to batch update, include the Question ID from the "user_profile_questions.csv" for the community as the column header (the first row in your CSV file).
5. Create a new column for each question you want to batch update. The format for the question ID is as follows:
   • Single Choice, Multiple Choice, Text Box = Question ID
   • Single Choice Grid, Multiple Choice Grid = Question ID|Choice ID [Separate question and choice IDs by the pipe character | ]
6. For each question column, enter answers per user per row using the following format:
   • Single Choice = Answer ID
   • Multiple Choice = AnswerID|AnswerID [Separate answer IDs by the pipe character | ]
   • Text box = Answer Text [This is the actual open-ended text and will be different per user.]
   • Single Choice Grid = Answer ID
   • Multiple Choice Grid = Answer ID|AnswerID [Separate answer IDs by the pipe character | ]
7. Once the CSV file is uploaded, click the Submit button and the member profile responses will be updated.

External Data Update

Use this batch update option if you need to add or update member profile data from an external source without using an existing integration, API connection, or poll as a source.

Note: If you wish to update an existing field, first download a list of previous question titles through the suggested file download to match the labels. Any new titles will create new fields, as will misspelled existing titles. Title matching is case-sensitive.

Report Columns

• User ID/External ID/Email
  • If your update requires a User ID, you must run a Member Export to get that ID.
  • External ID must already be a field in the system to match against this. Use the External ID batch update to apply this to your members.
  • Email Address must match an existing account in the community. This cannot be batch updated, it must be manually updated by a member or by the request of a member to a moderator.
• Profile Questions—Using your new or previous question titles (255 character limit). Add as many columns as you need. The rows for each column will be the answers (500 character limit).

Multi-select questions should be expanded into multiple columns — one column per answer option. The labels for each column must follow the following format:

Question Title | Answer Title

For example, the column header will be Ethnicity | African-American, and the values in rows below that will be African-American. The space before and after the pipe character is important.

Note: Be sure to "Refresh" or "Sync" your P2 Engine after batch updating external data, even if the question source is already linked to the corresponding P2 point(s).

Member External ID

Use this batch update option if you need to add or update member external IDs only.

Report Columns

You must create a CSV file with the following columns:

• Fuel Cycle User ID; you will need to perform a Member Export to get that ID.
• External ID—This value can be a maximum of 50 characters using only letters, numbers, and these special characters - / _

Alchemer/Qualtrics Profile Sync

Use these batch update options to sync member survey response data with Alchemer or Qualtrics using a mapping CSV.

Report Columns

You must create a CSV file with the following columns:

• Fuel Cycle User ID; you will need to perform a Member Export to get that ID.
• External ID—This value can be a maximum of 50 characters using only letters, numbers, and these special characters - / _
• Email