Completed

Bulk Update via Import

Hey!

Are there any plans to incorporate a bulk update ability via importing? I realize the way Insightly is currently set up that it's looking for duplicates, but it would be super awesome if I could also update existing records just by adding a new column to my spreadsheet.

96

Comments

131 comments
  • Official comment

    Happy Friday, everyone. We are happy to report that update via import has been released to all Insightly customers and plans.

    With Insightly’s improved Import Wizard, you’ll never have to manually update numerous records again. Learn more about it in our help articles. And, if you just want to learn about importing to Insightly, in general, consult our Importing Guide.

    Comment actions Permalink
  • Absolutely.  This seems like an obvious feature, especially now that you are adding more importing with Lead types.

    10
    Comment actions Permalink
  • Thanks for all your feedback, Michelle. We'll review your requests with product next week!

    1
    Comment actions Permalink
  • I want this too! We really need this feature. :)

    2
    Comment actions Permalink
  • Desperately need this! I've been pretty successful in importing spreadsheets to add new tags to existing organizations, but I don't know that it's officially supported and doesn't work for all fields.

    3
    Comment actions Permalink
  • This would be absolutely huge for our team. We get new market info every six months for the organisations we record in insightly, and it would be a massive help to be able to update records with an upload. With close to 3,000 organisation records it's just not feasible to do this using the existing bulk update feature in the organisation view.

    2
    Comment actions Permalink
  • I completely agree - the bulk edit function within Insightly is still limited, and the ability to override duplicate detection, or even create 2 unique contact entries and then merge, would make an immense difference to the workflow process.

    2
    Comment actions Permalink
  • Export and imports should include Record ID (the unique key) to allow for this.

    2
    Comment actions Permalink
  • This is a must - I have also requested this in my separate feature request. Editing group after group, after group, after group, after group is very tedious. 

    Allowing a bulk import via CSV to edit existing contacts (as there is currently a bulk import via CSV functionality for adding notes to contacts) is the cure.

    That way, we can:

    1. Export relevant contacts into CSV. 

    2. Update the CSV information across the relevant contacts in one spreadsheet - which sooooooooooooo much faster; then

    3. Convert spreadsheet into CSV.

    4. Then import the CSV to make the bulk changes across (in our circumstances) 700 entries, all with different edited entries, in one action. 

    This is a must. Otherwise, we are bulk editing " email", then bulk editing "custom field 1", then bulk editing "custom field 2"....."custom field 14..... then updating tags......

    Please incorporate this feature!!!!

    6
    Comment actions Permalink
  • I totally agree! 

    Together with Insightly we use an accounting system (for invoicing) as our main hub with no integration. Our experience is that about 10 % on average are moving during a year. Additionally not every employee is so concerned with correct data on this level.

    When we also have a stand alone email marketing software (Mailchimp does not push back customer updates) there are several sources for bad data which we must update or correct from time to time.

    We are now passing 50 users so the need for this feature are increasing fast!

    Therefor we need the update function more than the duplicate detection which is a feature in Insightly.

     

    5
    Comment actions Permalink
  • Thank for the additional information Joar. Its great to have when reviewing this request!

    2
    Comment actions Permalink
  • We would love to see this feature implemented. Particularly if you could match record by a custom field. We have a previously assigned ID for all users which we load into a custom field so we can match back to our accounting system.

    5
    Comment actions Permalink
  • Duplicate comment in error.

    Guess it would be nice to be able to delete comments here in addition to editing.

    1
    Comment actions Permalink
  • I'm adding a duplicate request on purpose.

    Please implement this feature!!!!

    7
    Comment actions Permalink
  • 100% agree. My organization is actually in the process of a purchasing decision and even though Insightly is better in many ways than other services this is a must have.

    6
    Comment actions Permalink
  • Yes! This would be wonderful! I want to load new data onto custom fields for Organization records that already exist.

    3
    Comment actions Permalink
  • I recently uploaded 500+ opportunities and have made updates, notes, assigned tasks, etc. I now need to edit the probability of close for all of them. I just found out I can't do this. I unfortunately will need to switch CRMs if this isn't fixed.

    I don't consider updating a column a feature as it should be part of the service. Other than this dealbreaker, I love Insightly.

    4
    Comment actions Permalink
  • Hi, 

    I know that insightly has "bulk edit" - which I absolutely love. However, the issue is that you can only do one custom field at a time, with only one potential outcome at a time (that is, filter all your contacts that need the same change in a custom field). So, it can be painstaking over a number of different contacts, needing different changes, to different custom fields. 

    Clearly, all us "power users" obviously undertake the following steps in reviewing our data:

    1. Filter contact criteria (e.g. All customers)

    2. Select them, and then export the sample

    3. Filter and change in excel/CSV

    4. Try to arrange, so that you do a "bulk edit" within insightly

    Out of frustration, I have just played with exporting a CSV, updating the data, then reimporting the contact (with an "x" in front of the name, so I can tell which one was re-imported). Then I "merged" the contacts, to see what would happen.

    I'll share my results - If I could import images, I would:

    1. although all the exported fields are the same, you cannot import "dates of interest" - won't recognise these fields on the import of the CSV

    2. if you have custom fields with "drop down lists", then you have to exactly match the criteria, or it won't import for that particular field

    Next step: Merging the duplicate contact:

    1. Certain changed information (addresses, email address, phone numbers) which is changed creates additional fields - it keeps the original and adds the changed address - which can be confusing. Annoying, especially where you are trying to CHANGE the details. Not great.

    2. Seniority/Priority - Custom Fields. When you merge Copy A ("deleted contact") into Copy B ("merged contact"), Copy B info takes precedent, and is not changed by the information in Copy A. However, if the field in Copy B is blank, then the value in Copy A will be inserted in the custom field of Copy B. OK - need to work out which Copy to merge into which Copy, so that you get your imported/updated info into the entity.

    3. Identical information - phone numbers, addresses, etc. These don't double up or duplicate. Great. 

    4. Notes, links, files, emails. These seem to move across to the merged contact. Great

    5. Background. These double up, irrespective of the whether it was the same in both Copy A and Copy B. Annoying, but not fatal.

    Phew!!. Now, that was tiring doing just a "one on one" test. 

    So, in short, until insightly introduce this feature (i.e. Bulk edit via CSV import), you are best to go my "power user" steps in the first instance. A bit slow, but you'll avoid other issues associated with the work around that I suggested. 

    Cheers,

     

    6
    Comment actions Permalink
  • Desperately need this!

    2
    Comment actions Permalink
  • In settings, you can opt to display Record ID. It would be great to be able to bulk update via a CSV import , through matching Record ID.

    1
    Comment actions Permalink
  • Thanks for adding some additional detail on what can else be helpful for bulk editing @Joanna!

    0
    Comment actions Permalink
  • +1 - please please please - and must be by matching Record ID (or whatever you tell us is the real unique record key).

    1
    Comment actions Permalink
  • the other reason this is critical is because you dont currently allow a change the data type / field type of a custom field.

    If you happen to choose (or have chosen) one field type (like before you released the new Custom field types), how do you get your data from say a TEXT field into the new NUMERIC field that it should be?
    OR from a TEXT field to a MULTI-LINE Text field.

    If you guys ever do allow custom fields to be set as Required.... but I cant change the attributes of the existing field.... how do i move the existing data to a new field.

    At present if you happen to have the wrong field type (or for example a product your integrating with does not yet support the new field types, but will soon) you are stuck with it for evermore..... or left to manually move the data, one at a time for however many (in our case 5000+ customer) records you have. 

     

    - Do the APIs support Update (rather than ADD/CREATE)? If so does anyone (Insighlty or another user?) have an Excel/VBA model that can suck records out via an API and reupload the updated versions via an API?

    1
    Comment actions Permalink
  • Thanks for the additional information Mia!

    1
    Comment actions Permalink
  • We absolutely need this. We are doing clean up of our opportunities, and without this functionality, we're seriously going to have to consider switching CRMs

    2
    Comment actions Permalink
  • 100% need this feature for a bulk update. I just imported thousands of people and simply need to one custom field. 

    2
    Comment actions Permalink
  • @Sandeep and @Joshua - Thank you so much for your feedback!

    0
    Comment actions Permalink
  • Is there a projected date that this ability will become available?

    0
    Comment actions Permalink
  • Hi @Grant:

    We don't have a date set for this release but when it becomes available the Community will be the first to know :)

    0
    Comment actions Permalink
  • Just spent an hour manually updating records as a workaround for the inability to do a bulk record update by file import. This is another item on the slowly growing list of things that will likely (but reluctantly) push us toward a different solution.

    2
    Comment actions Permalink

Please sign in to leave a comment.