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 Google Sheets add-on:

  1. Install the Google Sheets reporting add-on

  2. Fill in Add-ons > Solve CRM > Login settings

  3. Follow Add-ons > Solve CRM > Report settings

  4. Select which records (Rows) and fields (Columns) you’d like to edit (keep ID field selected)

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

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

  7. 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 Google Sheets reporting 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