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
  • Yes, I would like to see how you have that working with the API, very interested!

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  • please message me at ajohnson@writewellmediallc.com

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  • I also see this enhancement as one that would allow the ability to export the database and re-import with telephone numbers in the correct format. I struggle with why this product does not automatically handle phone number formatting as well. If you aren't going to do that, then it would be nice if we could export and then re-import them correctly.

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  • The duplicate checking is useless, throwing up false positives more often than a politician defending a position.

    The overwriting of custom fields is a total pain.

    The failure of the system to detect exact duplicates or telephone numbers and other standard fields when merging or importing is immensely irritating.

    There are other key issues that don't belong on this thread, but which are making us think of leaving the platform. The product needs to enable us to follow project flows through, from Lead to Opportunity to Project, and integrate Contacts and Organisations correctly. As it stands, there is too much manual fixing required to make it massively beneficial. We're in startup mode just ow, with a limited number of users, but will be expanding substantially in the next few months. Sight of a roadmap, giving an indication of when these features will be implemented, would be useful to enable us to make decisions.

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  • @Alan - re "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."

    Yes please - specifically for updaitng contact address fields.... postcode, state (that were rejected becuase the street name/nbr part of the address was not there). please email detailed / how I can get this to info@rawtravel.com

    Thanks in advance!

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  • if anyone is interested in the bulk data loading/modification mechanism I mentioned previously, please drop me a note at ajohnson@writewellmediallc.com. I am working on a public posting (maybe in github) that outlines the mechanism and provides the tools to use.

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  • For those interested, I'm building a github repo where I'll put the code and instructions for the bulk data loading/updater. Its still in its infancy, but it will live here: https://github.com/ajohnson-wwm/InsightlyGoogleSheets

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  • Yes ! It would be so great to have this feature very soon ...

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  • add my name to this list

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  • Waiting and looking for this improvement, it's just the most important thing that we can't do today !

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  • I agree with all you guys.  When, if ever, is this going to happen??

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  • Hi Richard:

    We are still on track for a 2016 release of this. Our resources and priorities can shift quickly so we are reluctant to publish a road map with specific release dates. We will keep you posted!

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  • +1, Really surprised something like this wasn't implemented upon release. 

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  • Will implementation of this essential feature make it past the anniversary of the original posting... tension grows, the anodyne comments from Insightly Team Members provide no indication of interest on the part of the dev team... "Our resources and priorities can shift quickly so we are reluctant to publish a road map with specific release dates"? Is this thing being created randomly as and when people think things will be a good idea, or what? I've never in my career come across this as a method of product development. 

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  • I have 3 days left in my free trial. Based on my observation of how this feature request has been handled, I just can't see upgrading to a paid plan. Yes, this feature is important. And I completely understand the difficulties of operating a software company. But the unwillingness to give any meaningful answers is tough to swallow. And that's not even considering that the product itself is much less valuable to me without this important feature.

    I'm sorry, Insightly. I do wish you luck, and I hope you get your, um, act together. But I have to move to another CRM system.

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  • Hi Steve:

    As mentioned in previous posts this is on track for 2016. We do not publish release dates as there are many variables that can affect this. We're sorry to see you go over this feature request and hope you'll reconsider Insightly in the future. 

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  • this is needed

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  • Add my vote!

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  • Hi there, what is the status on this feature? It is such an essential feature!

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  • Hi Marleen, we realize this is essential and are still planning for a 2016 release. As a release date comes closer we'll be sure to let you know!

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  • We would like to see this also 

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  • Sadly, I wasted a lot of time evaluating, setting up activities, pipelines, email and getting excited about "finally finding the product I was looking for" - when I luckily thought to test updating contact fields via import.  As you all know - I was completely shocked and saddened to find out this feature is missing and that it has been known missing for over a year.  Most everything else in insightly is totally awesome - there's only a few minor things I would change/add and I was prepared (and looking forward) to signing up. Unfortunately this is something we have to have...

    So, as I go back out there to find our crm solution - has anyone found a good insightly alternative?  Ideally looking for something with their same feature set (especially around customizing activities and pipelines) and with a similar clean, intuitive, and enjoyable user experience - but with a functioning contact field import update.  

    Thanks

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  • We've also created new customised fields for our organization. It would be great if we could also update those records via a CSV / Excel file. 

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  • Is there an update on this much needed feature?

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  • Hi Chad,

    There's no update yet; but we'll be sure to let you as soon as new information is available.

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  • I'll add my voice to the crowd in saying that I too have been waiting for this feature and would love to have it as soon as possible. Thank you!

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  • + 1 from our team @ MEIZAI

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  • Thanks for adding your votes  Stacey & Chris!

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  • Hi Alan,

    Thanks a lot for your proposal. Do you have any link and ressource we can checkout regarding the API?

    Which Add-In do you use?

    Thanks a lot !

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  • I will sell my team on Insightly if you add this feature.  Without it, I can't justify a switch to Insightly.

    Meghan

     

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