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Bulk update organization owner

 Support team let me know it's not possible to update organization record via bulk import or bulk update. This is a core field that the business needs to be able to update without an engineering effort via API or workaround with custom fields or tags. 

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  • Hello Nicolas Figueiredo,

    You have the option to update existing records via import. Our FAQ article Understanding bulk updating with imports will walk you through it with some great screenshots.

    We currently make updates to existing records based on Record ID number. With that in mind, to update your records, we recommend:

    1. First, Export the records you'd like to update
    2. Edit the file to change the records
    3. Import the file and choose the "update records" option

    Some other tips about this process:

    • Add New Records will still use duplicate checks when importing.
    • Update Existing Records will ONLY find a match by record ID and update the matching record
    • Add New Records and Update Existing Records will do both
    • There is no undo button, so we recommend testing a small subset first. But you could always update your import file and try to update it again. :)

    I hope that helps! 

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  • Hi Alejandro,

    Thanks, I see the functionality to bulk import. problem is that Insightly does not support updating the organization owner field via this workflow - I can only update 1 at a time or use a custom field. 

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