Use shared editing when the same information should change across several profiles. Use a CSV import when different people need different details.
Before you begin
Sign in to the Tapt Dashboard with access to the profiles you need to update. Check the selected people before making a bulk change.
Export a copy of the existing profile data before importing changes. Profile changes update digital information, not details already printed on a card.
For one person's details, use Edit your name, job title, phone, email and other profile details.
Change shared information
Open Profiles.
Select the profiles you want to update.
Select Edit shared info.
Review the selected-profile count and select Start editing.
Edit the shared fields that need changing.
Review the changes and select Save changes.
Only edited fields change; untouched fields stay unchanged. Personal details such as each person's name are not part of the shared-information form.
The form includes company information, social links, quick links and files. Check the changes before saving, especially when adding links or clearing existing values.
Update profiles by CSV
Open Profiles and select Edit via CSV.
Select Export a CSV if you need a file containing the existing profiles.
Keep an unchanged copy, then edit the working file with the intended profile details.
Return to Edit via CSV and upload the edited file using Browse File.
Select Next and review the field mapping and any import errors.
Correct missing or incorrectly mapped information before continuing.
Select Import when the intended data is ready to apply.
The import dialog warns that existing details are replaced by details in the imported file. Do not import until you have checked the records and fields that will change.
If an import error is unclear, contact Tapt Support before proceeding. Include the error and affected field names without unrelated personal information.
Check the result
Open several affected profiles and compare their details with your intended changes. Test a profile link or QR code to check the published result.
If a shared edit produces an unexpected result, stop further bulk updates and review the selected profiles and changed fields.