Bulk actions help Admins and Super Admins manage multiple user accounts at once, saving time when making changes across your organization.
Go to Manage > People to access the available bulk actions.
Bulk add users
Use Bulk Add to create multiple user accounts at once using our template.
Go to Manage > People and click Bulk.
Under Templated bulk actions, select Add.
Download the blank template and complete the required fields for each user.
Upload the completed template and select Submit your file for review.
Allow the system to process and validate the file.
Review the results and confirm your submission.
Once processed, the users included in the template will be added to Qarrot.
Note: Email addresses are unique identifiers in Qarrot. If the template contains an email address that already belongs to an existing user, a new account will not be created and an error will indicate that the email is already in use.
Bulk update users
Use Bulk Update to make changes to multiple existing user profiles at once.
Go to Manage > People and click Bulk.
Under Templated bulk actions, select Update.
Download your user list and make the required changes.
Upload the completed file and select Submit your file for review.
Allow the system to process and validate the file.
Review the results and confirm your submission.
When editing the file:
Update information in a row: The corresponding user's profile will be updated.
Delete information from a field: That information will be removed from the user's profile.
Add a row: A new user will be added.
Remove a row: The corresponding user will be deactivated.
Enter an email that already exists: Qarrot will update the existing account associated with that email rather than creating a duplicate.
Bulk deactivate users with a template
Use the Deactivate template when you have a list of email addresses for accounts you want to deactivate.
Go to Manage > People and click Bulk.
Under Templated bulk actions, select Deactivate.
Download the template.
Enter the email addresses of the users you want to deactivate.
Upload the completed template and select Submit your file for review.
Allow the system to process and validate the file.
Review the results and confirm your submission.
Once processed, accounts matching the email addresses in the file will be deactivated.
Before deactivating a user: If the user is a Team Leader or Campaign Manager, transfer their team(s) and campaign(s) to another user before deactivating their account.
Activate accounts in bulk
You can reactivate multiple inactive accounts directly from the People page.
Go to Manage > People and click Bulk.
Under Templated bulk actions, select Activate.
Select the inactive accounts you want to reactivate.
Click Review, then confirm the action.
The selected accounts will become active again.
Deactivate accounts in bulk
You can also select and deactivate multiple active accounts directly from the People page.
Go to Manage > People and click Bulk.
Under Templated bulk actions, select Deactivate.
Select the active accounts you want to deactivate.
Click Review, then confirm the action.
The selected accounts will be deactivated.
Important: Before deactivating a user who is a Team Leader or Campaign Manager, transfer their team(s) and campaign(s) to another user.
Resend account activation emails in bulk
If users have not yet activated their accounts, you can resend their activation emails at once.
Go to Manage > People and click Bulk.
Under Templated bulk actions, select Resend account activation emails.
Select the pending accounts that should receive another activation email.
Click Review, then confirm the action.
Qarrot will send a new account activation email to each selected user.
Tips for using bulk actions
Before completing a bulk action, keep the following in mind:
Check your subscription seats. For example, if you attempt to add more users than your current subscription allows, you may receive an error and need to update your subscription first.
Review your data before submitting. Information entered in a template will be reflected in users' profiles once the file is processed.
Don't change the template structure. Keep the existing columns and formatting intact. Avoid moving or deleting required columns.
Review errors before confirming. If Qarrot identifies an issue with your file, review the error details and correct the affected records before proceeding.