Bulk Update Accounts - Export Current settings as CSV?
Posted: Fri Mar 29, 2024 2:47 am
Hi Martin,
Bought TD a while ago & have been happily learning how it works. Loving it!
I've got a quick question re Bulk Update of accounts using a CSV file.
Is it possible to export a CSV of the current settings for all my accounts & then reimport with changes?
Particularly interested in the current usernames, names & bios of my accounts.
I'd also like to be able to assign account tags in the same action.
Is that possible?
ie add in account tags to match what is in the bios?
Then I'd be able to decide which accounts need updating as opposed to those with good existing bios that I could just add in tags for my purposes.
Thanks for your help.
Kat
Bought TD a while ago & have been happily learning how it works. Loving it!
I've got a quick question re Bulk Update of accounts using a CSV file.
Is it possible to export a CSV of the current settings for all my accounts & then reimport with changes?
Particularly interested in the current usernames, names & bios of my accounts.
I'd also like to be able to assign account tags in the same action.
Is that possible?
ie add in account tags to match what is in the bios?
Then I'd be able to decide which accounts need updating as opposed to those with good existing bios that I could just add in tags for my purposes.
Thanks for your help.
Kat