The Update Profile Data action lets you update profile fields, Member Type, Parent Member, or Membership Dates across multiple records simultaneously. You can access it from many of the supported list views using the Batch Actions dropdown.
Where to find the Update Profile Data options
You can find the Update Profile Data option under the Batch Actions dropdown in the following list views:
Groups → Members list
Member Details → Family Tree list (people and sub companies)
Committees → Members list
Events → Attendees list
What can be updated in bulk:
You can use this action to update any of the following:
Profile Fields (custom fields + select system member fields)
Parent Member
Member Type
Membership Dates
Some updates may require validations depending on what you'd like to update. For example, a record must have a Member Type assigned before Membership Dates can be updated.
⚠️ Feature Warnings
The bulk "Update Profile Data" feature is very powerful and with great power comes great responsibility.
Bulk updating Membership Dates should not be used routinely.
Updating Expiration Dates will not generate dues invoices, meaning it's not sufficient to run renewals.
Bulk updating data is not easily reversible.
Please contact Novi if your association is considering bulk changing member types or membership dates as there may be unintended implications.
Incorrect usage of the feature may not be reversible and, if it is reversible, may require billed developer time to fix.
How to Get Started
We recommend starting simple - try updating one field on a small set of records first to get a feel for how it works.
Select the records you want to update from any supported list view.
Open the Batch Actions dropdown and select Update Profile Data.
A modal opens showing the field type prompt and the number of records that will be updated. Select the type of field you want to update.
Follow the prompts to edit or remove values. The modal will show which specific records will be affected before you confirm.
What the window looks like:
📌 Important Notes
This feature is only available for Association Admin and Association Admin with Special Accounting Privileges roles. Limited Association Admins will not be able to perform this function.
Pay special attention to group conditions, committee membership, and attendee lists prior to updating the profile fields to ensure that it consists of only the correct records to be updated.
Once the steps below are completed, the change is not instantaneous - it's queued as a process that may take a few minutes to several hours to complete, depending on the size of the group.
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