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.

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Comments

131 comments
  • Definitely an essential feature. 

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  • I agree, this would be extremely helpful to our organization as well, please implement the ability to update custom fields to existing organizations via .csv upload!  :o)

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  • REALLY NEED this feature ASAP. I've just realised I'm going to have to update over 1000 records manually from a CSV file - which I should be able to do automatically. All I should need is a CSV file, a bulk update feature and a cup of coffee. 

     

     

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  • There's the distant sound of tumbleweed through the abandoned town on this one, I feel. As with every CRM I've used, the features that aren't perceived to be useful by the dev team aren't planned in to the system, and are thereby an utter dog to add in later. IMHO, obviously.

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  • Thank you all for sharing your input and votes! This is actually on our roadmap, so hopefully we can kick those tumbleweeds aside soon @Michael! :)

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  • agreed

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  • That's great news Erin. Any clues as to how soon is soon? Are we looking at weeks, months or over 6 months?

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  • To quote Tolkien - the road goes ever on and on... a "roadmap" is only of interest/benefit to me if I know where it's heading and what turning I might need to take to get to my destination. 

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  • I really don't like people getting on these forums and ragging about features that are not available etc.... BUT here I am going to do exactly the same. This is an absolute no brainer. Anyone working with large volumes of constantly changing data or clients or whatever, should absolutely be able to edit the organisations with a bulk upload tool. Please please please make this a priority... Will help enormously. Thanks!

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  • I have an immediate need for this feature.  I'm really looking forward to it being available.

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  • I want to add my vote for this feature. I had assumed this was already a function with the CRM and now am realizing it is not. Please add this feature!

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  • Adding a vote for this feature, namely for updating opportunities.

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  • Please add this feature soon. 

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  • +1 from me.

    I have a christmas card list and thought this would be simple - import the list with a column next to each name containing Xmascard2015 and add this as a tag.  I just assumed Insightly would merge this to avoid duplicates and simply not do anything if it got confused (eg two contacts with the same name) and report back.

    But it just duplicates each contact.  

    I was kind of surprised such a complete tool would not support this.

    Rob

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  • We also need this feature. When is it planned for?

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  • Hi Jessica:

    While this is something we hope to add, there is not a release date available. We will keep you updated in this post as more information becomes available!

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  • Agree with all the above comments! This feature is definitely needed- this is a huge barrier when trying to update contacts. Our team is excited to hear that this feature is being developed :o) we will continue to check for updates.

     

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  • I remain frustrated at why this not a priority.  Can you tell me anything that anybody else is clamoring for more than this?

    Just throwing my vote your way one more time!!!!!

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  • Hi everyone,

     

    This is the response I received from another sales representative when I asked about the possibility of a feature being added to Insightly to allow for bulk updating via importing (see image). Sorry to be the bearer of bad news, but it does not sounds like this is being developed at all- it is merely a functionality that is being discussed. 

    Here's hoping,

    Michelle

     

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  • Very very sadly (since I was an enthusiastic fan of insightly) I am planning to migrate.

    I can share the two options I am considering with better look and feel and other features insightly does not provide: 

    Prospect Works (which will provide bulk import but will soon, look and feel is amazing and imports from insightly)

    Nimble (which have a perfect bulk import).

    I am really sorry insightly is focusing so much on advertising and getting new clients instead of maintaining the current ones. 

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  • Hi everyone,

    I just wanted to clarify that while this project has not been started, it is still on our 2016 road map with no specific release date.

     

     

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  • Yet another voice echoing the above requests.

    Bulk update based on insightly record ID number would be terrific - ie an initial export first to get the ID's. Bulk editing in Excel (moving around a grid system is much quicker with sorting/filtering for mass data) and then importing back Into Insightly would be incredible. A Rollback feature would also be good in case of "over enthusiastic" editing!

    Whilst pinning down a date for release would be great but unlikely, can anyone at Insightly advise which Quarter in 2016 this is "planned" to roll out?

    I think you'd certainly strengthen your hold on the existing customer base with this feature as well as extend its attractiveness for new customers.

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  • Hi @Neville:

    Thank you for taking the time to post and for leaving a detailed description of what you'd like to see included for this feature.

    We still intend on adding this feature in 2016. It is still in the planning stage though - meaning the scope of the project, how complicated it will be to build, and the resources that will be required etc., have not yet been determined. 

    Because we are are still in these planning stages, we don't have a specific quarter for this to be released.

    Please know we do hear you and even if you don't hear from us immediately, we are reading every comment that comes through.

    Disclaimer: Any unreleased Insightly features referenced here are not currently available and may not be delivered on time or at all. Please make your purchase decisions based upon features that are currently available.

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  • Very important to have this feature.  If we want to add more information about a contact it is almost imposible having 4,500 +  

    Any changes on this suggestion? It was made since April 2015.

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  • Hi ananva,

    Thanks for joining this thread and expressing the importance of this feature to you! Indeed this suggestion was submitted in 2015 but it has taken time for the votes to accumulate. In November, as Erin commented, it earned consideration for our 2016 roadmap. Now the team is planning and scoping. While we don't have a specific quarter for it to be released, as Lyla mentioned above, we will update everyone when that changes. Thanks! 

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  • Plus 10000000000++++

    I know things take a while, though this is really 100% essential. I was so surprised it wasn't available. 

    I don't know anything about coding, though not knowing anything doesn't seem to stop people on the internet providing their advice... anyway can I suggest having a look at podio. They have an awesome tool to upload info and update certain info or keep the current info. Really powerful. 

    Anyway I moved from podio (a project management tool that I bastardised to make a CRM) to Insightly... insightly clearly more fit for purpose, though this feature is an absolute necessity. 

    So get on to it ;)

    Stephen

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  • Any updates on this?  It would be very helpful as I manage a lot of project records that continually need updating.  would love the ability to run a report or export to get the record IDs and be able to do a quick upload to mass update date.

     

    Thanks!

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  • Hi Jenna: There's no date yet but we appreciate you taking the time to your helpful feedback :) Thanks for being part of our Community!

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  • Yes, this is most likely going to be a deal breaker for me if this feature is not added.  This will be the feature I will be looking for as a requirement if I need to find another solution.  

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  • I have a Google Sheets + Add-In + use of the Insightly API that support this function now; I'll be glad to share this if there is interest.

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