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Administrator Guide
Last Updated: 2025-12-12
Create Bulk Updates Using File Uploads

Create Bulk Updates Using File Uploads

Have these permissions.
  • workorder.update
  • workorder.owned.update
  • workorder.modifications.create
  • workorder.owned.modifications.create
  • Any necessary field-level permissions. See Reference: Bulk Updates Permissions.
You can update multiple fields across multiple work orders with 1 file upload. You select the fields to include and then VNDLY provides a dynamic file template to download.
You can add 1 work order per row of the file and can update 1 or more supported fields for each work order row. The only required field is the unique Work Order Identifier, which is always the first column of the template.
You can use this feature to bulk update these fields on work orders:
  • Additional Managers
  • End Date
  • Expense Approvers
  • Location
  • Organization Unit
  • Program Team Users
  • Resource Managers
  • Start Date
  • Timesheet Approvers
The maximum file size is 10 MB.
Note that you can only clear or delete specific fields. For more information, see the
D
 option in the table below.
  1. From the header, select
    More
    Bulk Updates
    .
  2. Click
    New Bulk Update
    .
  3. Click
    Bulk Update With File
    .
  4. (Optional) On the
    Select Records
     page, specify criteria for the records you want to update.
  5. On the
    Generate Template
     page, select the fields you want to update.
  6. Click
    Generate Template
     or
    Export # records to file
    .
    If you click
    Generate Template
    , VNDLY generates and downloads a comma-separated value (CSV) file where you can manually enter the work order IDs and field values for the work orders you want to update.
    If you click
    Export # records to file
    , VNDLY generates and downloads a CSV file that’s automatically populated with work order IDs, fields, and field values based on the records you selected. Example: In step 4, you choose to update work orders in the
    Active
     status, and in step 5, you select
    Start Date
    . You have 111 work orders that meet this criteria, so the button displays as
    Export 111 records to file
    . When you click this button, VNDLY generates and downloads a template that includes the work order IDs and existing start date values for your 111 active work orders.
  7. Enter your data into the CSV file.
    If you used the
    Generate Template
     button in step 6, row 2 of the file contains sample data in the correct format for each field. VNDLY doesn't process this row.
    For all fields that can have multiple values, the CSV file contains a corresponding update-type column. Valid values for update-type columns are:
    Value
    Description
    A
    Add the additional values to the work order.
    R
    Replace the values currently in the work order.
    D
    Delete or clear existing values for the fields.
    This option is only available for these fields:
    • Timesheet Approvers
    • Expense Approvers
    • Program Team Users
    • Additional Managers
    To find the values to enter into the supported fields on the CSV file:
    Field
    Source of Field Value
    Any field that requires a user name
    1. From the header, select
      More
      Users
      .
    2. Click the user and copy the contents of the
      Username
       field.
    Location
    1. From the header, select
      Company Settings
      Organization
      Locations
      .
    2. From the
      Code
       column, copy the code for the location.
    Organization
    1. From the header, select
      More
      Company Settings
      Organization
      Organization Hierarchy
      .
    2. On the
      Organization Hierarchy
       tab, copy the code number for the organization unit.
  8. Save the CSV file.
  9. On the
    Bulk Update With File
     page, click
    Next
    .
  10. Upload your CSV file.
  11. Complete the task:
    Option Description
    Require Approvals (if configured)
    Select to require any configured approvals.
    Disable Connectors
    When disabled, your VNDLY bulk updates won't synchronize with Workday.
    These options are available to users who have the appropriate field-level permissions.
  12. Click
    Next
    .
  13. Review the information, and click
    Next
    .
  14. Preview the first 100 rows for errors.
    If there are errors, correct the CSV file. Save and upload it again.
    In the preview, you can click any work order row to display the before and after values of all the fields that VNDLY will update.
  15. Click
    Confirm Bulk Update
    .
  16. Click
    Confirm
    .
If any field updates fail, all changes for that worker order fail, but VNDLY continues to process the remaining work orders in the file.
A company restructures an organization unit and moves a group of workers to a different organization unit. This impacts a work order that now needs multiple fields updated.
To access the bulk update results, from the header, select
More
Bulk Updates
. You can view details of each work order updated by clicking the bulk update. To access work orders, click the icon next to the number in the
Work Order ID
 column.