Bulk CSV import and export
The fastest way to fix four hundred records is a spreadsheet. Export a master file, change what you need, upload it back: every row is classified before anything is written, and the whole import can be reversed in one action.
- 1
Switch it on for the screen
Bulk CSV is off by default, per screen, in the screen settings. It is an editing capability, so it is deliberately something an admin turns on rather than something every screen has.
- 2
Export the master file
From the CSV menu, take either an empty template or all current records. The master file carries a record identifier column — that is what makes an upload an update rather than a duplicate.
- 3
Review before anything is written
On upload you get a preflight: how many rows will be created, how many updated, how many skipped as unchanged, and which ones fail validation and why. Nothing has been written at this point.
- 4
Run it, and check the tally
The run shows progress row by row. Failures come back as their own CSV with the reason in a column, so the fix-and-retry loop is a spreadsheet edit rather than a hunt.
- 5
Undo, if it was wrong
One action reverses the entire import — created rows removed, updated rows put back as they were. This is what makes bulk editing safe enough to actually use.
Worth knowing
Back to the designer.