Edit profiles in bulk in VALD Hub

The bulk upload feature allows you create multiple profiles at once, and it can also make changes to existing VALD Hub profiles in bulk.

Export the profiles

1. Log into VALD Hub.
2. Go to Profiles in the side navigation bar.
3. Select the profiles you would like to edit - either individually or by selecting all profiles at once.
4. Click to download a .csv file to your computer.

5. Open the exported .csv in Microsoft Excel and edit the profile information as necessary.

Note: Do not edit the vald-id column.

To avoid an error on upload, ensure that the date-of-birth column is formatted as YYYY-MM-DD.

6. Save the .csv file.

Upload the edited profiles

1. Within the Profiles tab of VALD Hub, click in the top-right.
   For the Bulk Upload button to appear, all profiles must be deselected.
2. Drag and drop your file into the box, or click Choose file.
3. Click Continue.
4. Review the list of Profiles to ensure they are correct. Any invalid profiles can be fixed in your .csv file, then reuploaded.
5. Click the button.
6. Click Yes, import now.

This process will match the new profile information against an existing profile based on the vald-id field in the CSV file. Any changes made to your profiles will now be reflected in VALD Hub.

This method of bulk editing profiles can add a profile to a Group, but cannot remove it from one. To remove a profile from a Group, head to Actions > Assign Groups on a specific profile, or modify Group membership in Management > Groups.