---
title: "Mass-Update User Details via Template"
slug: "mass-update-user-details-via-template"
updated: 2025-09-30T09:08:50Z
published: 2025-09-30T09:08:50Z
canonical: "success.panaya.com/mass-update-user-details-via-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mass-Update User Details via Template

This article explains how to mass-update Panaya user details, including **First and Last Name**, **Status (Active / Inactive)**, and SAP User Name.

## **Step I - Export the list of users**that you wish to update

1. [Click here to learn how to export users to a list](/v1/docs/how-to-export-users).
2. **Save**the file locally.

## **Step II - Make updates in the template**

1. Click the **Settings button**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-EG8IF0JW.png)****to open the **Settings panel**, then select **Users.**
2. Select to **Import from Excel.**

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639924048330.png)
3. Select the **Update Existing Users**option and click **Next.**

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1704373250815.png)
4. Click on **Download our template** to obtain the latest template.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/download_template.png)
5. Copy the first four columns from the exported user list (Step I), which include the **First Name**, **Last Name**, **Email,** and **Status**columns, and paste them into the template downloaded in Step 4. The first four columns will match, and only users who require updates should be added to the template.
6. Fill out the **Type** column (mandatory) by selecting a value from the dropdown.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/type_col.png)
7. Make any needed updates to the user data in the template and save your work.

### Updating Roles

When updating roles via a template, define the **Roles**and **Roles Action**and columns. Fill in one or more **Roles**for each user in the Roles column. For the Role Action options, see details below.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/user_template_updates.png)

| - **Add** To add the role (s) defined, in addition to any existing user roles | When using the **Add** option, it is mandatory to fill out the **Roles** column with at least 1 role |
| --- | --- |
| - **Remove** To remove the role (s) defined from existing assigned roles | When using the **Remove** option, it is mandatory to fill out the **Roles** column with at least 1 role |
| - **Replace** To replace all existing roles with the list of provided roles | When using the **Replace** option, it is mandatory to fill out the **Roles** column with at least 1 role |
| - **Clear all** To clear all existing roles | The **Roles** column can be left empty |
| - **Don't Change** To avoid making any changes to the currently assigned roles. | The **Roles** column can be left empty |

Panaya will only make changes to Roles if -

- The Roles exist in the current Panaya account
- The user is associated with the Projects you can edit

**For multiple Roles, separate each role with a comma.**

- Roles are case-sensitive
- Undefined roles will be ignored

> [!NOTE]
> To learn how to update Roles across all connected projects, [click here](/v1/docs/how-to-mass-update-user-roles-and-permissions).

## **Step III - Import the updates**

1. Click the **Settings button**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-EG8IF0JW.png) ****to open the **Settings panel**, then select **Users.** **![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639924033163.png)**
2. Select to **Import from Excel.**

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639924048330.png)
3. Select the **Update Existing Users**option and click **Next.**

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1704373250815.png)
4. Click on **Browse**and select the file you saved in the previous step, with the relevant updates.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639924068510.png)
5. Click on **Import Users**

## Related

- [Mass-Update Roles and Permissions](/how-to-mass-update-user-roles-and-permissions.md)