How to Use WPS Bulk Import Updates on Windows

Last updated:July 17, 2026

Use Bulk Import Updates through 2 how-to topics in Contacts > Organization Structure > Bulk Import/Update; 2 topics are available without membership and 0 are membership-related.

How-to Index

#TopicMembership
11. Import New Members in BulkFree
22. Update Existing Members in BulkFree

How-to Guide

1. Import New Members in Bulk

Entry point: Admin Console > Contacts > Organization Structure > Bulk Import/Update

  1. Open the WPS 365 client and click the admin console entry in the lower-left corner of the home page.
  2. In the left navigation pane, click Contacts.
  3. Open Organization Structure, then click Bulk Import/Update.
  4. Click Download Template to get the standard Excel template file.
  5. Open the template and fill in member information in the required format. Red column headers indicate required fields such as name and email address.
  6. Add optional information such as department, job title, phone number, and employee ID as needed.
  7. Save the Excel file, return to the bulk import window, and click Upload File.
  8. If you want to create matching department teams during import, select Create corresponding department teams when importing departments.
  9. Click Start Import and wait for the system to validate and complete the process.

Success Criteria

  • UI state: The system shows the import result, including the number of successful records and the reasons for failed records.
  • Next actions: You can review new member information and department assignments in Contacts or Organization Structure.
  • No side effects: If the template header structure remains unchanged, existing member records are not affected unexpectedly.

Tips While Using

  • Common mistakes: Do not change the template header structure, or the system may not recognize the fields correctly.
  • Environment limits: Keep the network connection active while uploading the file and submitting the import.
  • Data requirements: Fields marked by red headers are required and should not be left blank.

2. Update Existing Members in Bulk

Entry point: Admin Console > Contacts > Organization Structure > Bulk Import/Update

  1. In the Bulk Import/Update window, switch to Bulk Update mode.
  2. Export the template that contains current member information.
  3. Edit the member details that need to be updated, such as department, job title, phone number, or employee ID.
  4. Save the revised file and upload it again.
  5. After the system identifies the changes automatically, click Start Update to complete the batch update.

Success Criteria

  • UI state: A result message appears after the update is completed.
  • Next actions: You can return to the directory and confirm whether member information has been updated.
  • No side effects: Fields that were not changed remain in their original state.

Tips While Using

  • Common mistakes: It is recommended to edit the latest exported template so older data does not overwrite newer information.
  • Environment limits: The update process depends on online validation and submission.
  • Data checks: After the update, confirm that members are assigned to the expected departments.