Udate all records vis import tool

[rjohnson]

SOmetimes you want to add a new field or change an existing field for all the records in a WS.  If there are hundreds of records, this is a tedious task.  It would be great to be able to run a report to export the desired records to Excel.  Then you can easily edit the Excel file to add or chnage the fields.  Finally, you would import this Excel file and update the WS.  Currently, the import won't work if the record exists so you have to purge the WS and import to create new records.  This is not ideal if you have other workspaces and records linked to the records you need to update.

I'd like to see the ability in the import tool to check a box to check if a record already exists, then just update it.

[broepke]

There is a way to do this via the import tool.  if you select a matching colum on a unique ID field like an "Auto Number", there will be a new import option that appears allowing you to apply updates.

[nguyentru]

Hi rjonhson,

Currently with our importing tool, you can add new records and add new fields to existing records.

Please visit our Help Guide for additional informaiton - Help Guide