Sonder Portal: Editing Member Data

Edit Details

To edit the details of a single member, navigate to the members area and click on theicon in the row that corresponds with that member. The following screen will then be displayed:

Edit member data 

• First Name & Last Name: Changes made to an member's name will be reflected immediately within the Portal (including Member Search).

• Division: Changes made to an member division will be reflected immediately within the Portal, but can take up to 48 hours to be reflected in reporting.

• Sub-Division: Changes made to an member sub-division will be reflected immediately within the Portal, but can take up to 48 hours to be reflected in reporting.

• Email Address: The member email address is used as a unique identifier within the Sonder platform and cannot be edited via the Portal. If you require a change to be made to this field please contact your customer.support@sonder.io for further assistance.

Editing multiple members at once (bulk upload)

Use bulk upload if you're editing 10 or more members, or if you want to import from your HRIS system.

Step 1: Prepare your file

You can either:

• Use the template: Click on the ‘Download CSV template’ link on screen to view and edit the CSV template that has been provided.
• Using your own file: You may prefer to export your member data from another platform (i.e. HRIS System) into a file that you can use to upload into the Portal. In this instance, please ensure that the file to be uploaded is in CSV or XLSX format.

Step 2: Upload your file

1. Go to Members > Manage Members > Bulk Edit Members button
2. Drag and drop your file into the upload area, or click Upload file to select it
3. Wait for the upload to complete (takes several seconds)

Step 3: Map your columns

The Portal will ask you to match columns in your file to fields in Sonder. For each column on the left, select the matching field from the dropdown on the right.

• Mandatory fields (marked with *): First Name, Last Name, Email Address
• Optional fields: Division, Sub-Division (mapping these gives you better reporting later)

Click Continue when all required fields are mapped.

Step 4: Review and fix errors

The Portal will check your data for common errors. Any problems will be highlighted in red.

Common errors:

• Missing mandatory fields: Make sure every member has a first name, last name, and email address
• Invalid email: Check the format (example@company.com)
• Duplicate email addresses: Each member needs a unique email

You can edit records directly in the table. When you fix an error, the row will turn green.

Click Submit when all errors are resolved.

Step 5: Confirm and submit

A dialog will show:

• Total records in your file
• Number of records with errors (if any)
• Number of valid records ready to upload
• Whether you're exceeding your seat count
• If any records were rejected, you'll see a dialog offering to download disregarded records. Download this file. It's the only time you'll have access to it, and it explains why each record was rejected for you to fix and re-upload later.

Review the summary. If everything looks right, click Confirm to submit.