Should I segment profile lists before mass importing them into my database?
It is important to understand that for each import, you can perform Bulk Actions on profiles listed in the spreadsheet.
If you want to assign user profiles various profile tags, opportunities, sequences or shifts during the import process, you must perform separate imports. Each import (a single sheet in an Excel file) should contain the list of profiles who will be assigned to the identical list of profile tags, opportunities, shifts or tags.
Additionally, you have the option to set default values for a custom field that you created, which would apply to all of your users listed in the file.
It is recommended to have an Excel file per opportunity so that you can bulk assign opportunities efficiently. The main advantage is that people who claim their profile will be able to reserve shifts mrelating to their assigned opportunities right away.
Let's go through an example to go over a use-case:
Consider you have a group of users who will need to be assigned to the same Sequence, and you would like to also assign them a specific profile tag. To do this, you would need to segment your users in your spreadsheet to only include the profiles who will be assigned the sequence and profile tag. Then, once you upload it to Vome, you can bulk assign all of these profiles to the Sequence or Profile tag. If you are on the Pro Plan, this might be done in order to bulk tag these users using the import process.
However, if you are on the Enterprise plan, you can also create a new custom field in your database to segment your users directly from your database. Then once the users are on Vome, it is easy to click on their profiles and take bulk actions!
To further explain: If you forget to segment your users and you have already imported your spreadsheet, you can always import a new spreadsheet to bulk update those field values. For examples, consider that you already have 3 user profiles in your database: John, Sarah and Miles. If you want to segment your users with a new upload, you can create a new field on Vome called User Group, and then in your spreadsheet, you can create a field called User Group with the appropriate values for each user. Once you upload the new file to your database, it will have those groupings directly on Vome, which will allow you to filter your database and take mass actions (i.e. assign tag, opportunities, sequences or shifts!)
To further explain: If you forget to segment your users and you have already imported your spreadsheet, you can always import a new spreadsheet to bulk update those field values. For examples, consider that you already have 3 user profiles in your database: John, Sarah and Miles. If you want to segment your users with a new upload, you can create a new field on Vome called User Group, and then in your spreadsheet, you can create a field called User Group with the appropriate values for each user. Once you upload the new file to your database, it will have those groupings directly on Vome, which will allow you to filter your database and take mass actions (i.e. assign tag, opportunities, sequences or shifts!)
Related Articles
What is the difference between "Profile Tags" and "Custom Fields" in the database?
The Pro plan only offers Profile Tags as a way to customize your database. You cannot import profile tags but can only assign them during the import process or once profiles are in your database. A profile tag can be anything you need it to be. It is ...How should I import archived profiles into the database?
By default, when you import profiles into the database they will be in your Active profiles list. Upon importing new profiles into the database, you can bulk assign profile tags. The best way to streamline the process of moving profiles into your ...How can I mass assign tags from the database?
1. Go to the Database 2. Select one or more volunteer records 3. Click on the black down arrow next to the right of "# records selected" 4. Click on Assign tags Tags are useful for classifying your volunteer list however you would like to! A ...I created a Vome User account and was then invited by an organization to claim my profile. What do I do?
If you've already created a Vome User account before an organization sent you an invitation to claim your profile and join their portal, you can still accept the invitation! Simply follow these steps: 1. Logout of your account 2. Log back in to your ...How do I import profile pictures for users in my database?
Using Vome's import process, you will see that you can import profile images for users in bulk. It is important to note that this feature was designed to help organizations mass import profile images from another software. As such, the way you import ...