Bulk Edit Members
This article walks you through how to edit multiple members in your ecosystem at once using a downloadable CSV file. This is the fastest way to make updates to names, tags, attributes, and more across many records.
How to Bulk Edit Members in Your Member Library: Step-by-Step Instructions
1. Login to PARTNER CPRM and open your ecosystem.
2. On the lefthand side of the screen, click “Members” within the ecosystem navigation menu to open your ecosystem member library.
3. Click the “Bulk” tab at the top of the member library screen, then select “Edit.”
This will open the Bulk Edit tool.
4. Click “Download CSV” to export your full member list.
This file includes all editable fields such as name, organization, tags, and custom attributes.
⚠️ If you want to edit a field that doesn’t appear in the CSV, first create that attribute under Attributes › New Attribute so the system recognizes it when you upload.
5. Open the CSV in Excel or Google Sheets and make your changes.
You can edit any of the visible fields across all rows. Be careful not to delete or change the Member Name field—this is how the system matches each row to existing members.
6. Save your file as a CSV (Comma Separated Values) format.
💡 Tip: Save a backup copy of the original file before making changes so you can easily compare versions if needed.
7. Return to the Bulk Edit tool and click “Upload CSV.”
After uploading, PARTNER will validate your changes and apply them across all matching records.
Need help formatting your file or using attributes? Contact our team at support@visiblenetworklabs.com.
Once complete, return to your member library. You should see all your updates applied automatically.
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