How can I make mass / bulk changes to my records?

The best way to edit a form field for multiple contacts, companies or project blogs is through Solve’s Report Builder for Google Sheets:

  1. Install the Report Builder

  2. Fill in Add-ons > Solve Report Builder > Customize report

  3. Click “Sign-in” to authorize and access your Solve account

  4. Report type > select the record type you’d like to work with

  5. “Add criteria” to refine your record search (if needed) and add the fields (Columns) you’d like to edit (keep ID field selected)

  6. When you’re ready click “Run report” to pull the data from Solve

  7. Make the changes to the necessary information in Google Sheets

  8. Click “File” (top-left) > Download as > Comma-separated values (.csv)

  9. Import the information back into Solve (Data > Import) by mapping the ID field along with respective fields for the data you edited in Google Sheets

Please be advised: These are some big guns we’re handing you. We recommend trying these steps with a small group of contacts first. Once you’ve approved the small group and it has been edited to your liking you can move on to a larger group of records.

For more information take a look at our Importing Walkthrough, or our popular Report Builder walkthrough.

Certain “special” fields can be mass edited right within Solve: Workgroups, the “assigned to” field, and category tags. To do this simply highlight your list of contacts in the left pane and change any of the corresponding menus on the toolbar at the top of the page.

For those who prefer Excel, you can follow a similar process to edit a form field for multiple records:

  1. Export the list of records, Data > Export this list (.CSV)

  2. Reduce clutter by deleting all the columns, except ID and the columns being updated

  3. Make the changes to the necessary information in Excel

  4. Import the information back into Solve (Data > Import) by mapping the ID field along with respective fields for the data you edited in Excel