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How to edit bulk records?

The process of editing bulk records plays a vital role in modifying records within a space, exclusively available for records in the draft stage. The following steps guide you through this process:

Bulk Records Edit

Procedure:

  1. Begin by hovering your cursor over the three dots situated on the right-hand side of the space view.

  2. Choose “Edit Bulk Record” from the menu.

  3. Click the “Download” button, which generates a CSV file containing records in the draft stage.

  4. Open the downloaded CSV file, make the necessary edits, and ensure not to delete or update the unique identity number assigned to each record.

  5. Upon completing the edits, save the CSV file.

  6. Return to the application and click the “Upload” button to upload the edited CSV file.

  7. Then, click “Preview Records” to review the changes made.

  8. In case of no further edits, click “Update Records.”

These steps facilitate efficient and accurate bulk record editing, ensuring your records are modified as required within your space.