Import Custom Profile Field Values

Speed up onboarding by importing Custom Profile Field values in bulk.

About the Import Custom Profile Field Values Add-on

This add-on speeds up onboarding by allowing you to import Custom Profile Field data using a spreadsheet.

  • Custom profile fields that you’ve created are added to the template automatically as columns.
  • Templates are available for Customer, Student and Employee profiles depending on the custom fields you’ve created.
  • For custom fields with options (such as checkboxes or select menus), the options are added to the template for easy reference.
  • Step-by-step instructions are included to guide you through filling templates to avoid any errors.
  • Validation errors help you to easily identify mistakes in your file, allowing you to address them quickly.
Import Custom Profile Field Values Add-on download templatesImport Custom Profile Field Values Add-on spreadsheet example


The Import Custom Profile Field Values Add-on is a great tool for onboarding clients, students and employees. Once you’ve created custom profile fields, you can use the relevant template to populate the fields in bulk and save a lot of time in the process.

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