Bulk Update

Bulk update

If you have a large amount of data to update, you can use our Bulk Update tool, instead of updating one at a time.

This feature allows you to update Feedback, Companies or Users.

Feedback

1. Create your CSV for the Feedback update

We recommend downloading a sample CSV to use as a guide. While only id is required, the CSV would normally have the following headers:

  • id (required)
  • title
  • category_id
  • body
  • status
  • owner

Tips

If you are updating Feedback to a new category, make sure that category exists first. Create the categories in the navigation header, then export the Categories export to get the relevant category_ids.

Bulk Updates are not case-sensitive.

2. Ensure your CSV file meets the following requirements:

  • You have an id column.
  • If you have a status column, the status must be one of the following:
    • Backlog
    • In Progress
    • Early Adopter
    • Considering
    • To Triage
    • Planned
    • Complete
    • Not Planned
    • Blocked
  • The file size must be 10MB or less.
  • All fields must be in text format (string).
  • The file must have a CSV format (extension should be .csv).

3. Start the update

To start a bulk update:

  • Click on "Settings" and then select "Bulk Center."
  • Choose "Update Existing."

Select the type of update (Feedback) and then choose and upload the CSV file you created.

That's it! Your feedback will be updated.

Companies

1. Create your CSV for the Companies update

To begin, prepare a CSV file that contains the company data you want to update. Only the id field is required. We recommend downloading our sample CSV as a guide. Available headers are:

  • id (required)
  • name
  • domain
  • website
  • monthly_spend
  • active_customers
  • account_manager
  • main_contact_name
  • main_contact_email
  • internal_id
  • churn_risk
  • churn_reason

Tips

If the churn_reason updated does not match an existing one, that companys churn_reason value will be set to null.

Updates are not case-sensitive.

2. Ensure your CSV file meets the following requirements:

Before proceeding with the update, make sure your CSV file meets the requirements:

  • You have an id column.
  • If you have a churn_risk column, the churn risk must be one of the following:
    • None
    • Low
    • Medium
    • High
    • Churning
    • Churned
  • Each Company name in the name column should be unique.
  • The monthly_spend column should just be a number - do not include '$'
  • The file must be 10MB or less in size.
  • All fields must be in text format (string).
  • The file should have a CSV format (extension should be .csv).

3. Start update

Now you're ready to start the bulk update:

  • Click on "Settings" and then select "Bulk Center."
  • Choose "Update Existing."

Select the type of update (Companies) and upload the CSV file you've created.

That's it! Your companies will be updated.

Users

1. Create your CSV for the Users update

To get started, prepare a CSV file containing the user data you want to update. While only the id field is required, you can include additional information as needed. We recommend using our sample CSV as a guide. Your CSV headers can include:

  • id (required)
  • company_id
  • first_name
  • last_name
  • email

Tips

At present, a user can only be associated with one company. However, you can create multiple users with the same name.

Updates are not case-sensitive.

2. Ensure your CSV file meets the following requirements:

Before proceeding with the update, ensure that your CSV file meets the following requirements:

  • The id field is a mandatory header; all others are optional.
  • If you have a company_id header those rows must match an existing company's company_id. You can find these with the Company Export.
  • The file size must be 10MB or less.
  • All fields must be in text format (string).
  • The file should be in CSV format (with the extension .csv).

3. Start the update

Now you're ready to start the bulk update:

  • Click on "Settings" and then select "Bulk Center."
  • Choose "Update Existing."

Select the type of update (Users) and upload the CSV file you've prepared.

That's it! Your users will be updated.

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