Bulk Record Update allows you to update multiple records in your system at the same time. Bulk record update lists can be a Comma Delimited Text (.csv) file and must contain the Shape record ID of the records you want to update to ensure the correct records are updated.
Note: The Bulk Record Update feature is for updating records that exist in your system already with new information.
If you need to import new files to the system, use the Import Settings Page:
Start by navigating to “Settings” in the navigation bar. Next click the dropdown labeled “Account Management” to find the “Bulk Record Update” settings page.
Bulk Record Update: https://secure.setshape.com/bulkrecordupdate
Click on the “Drop Files to Upload” area and choose your CSV file to update within Shape. Once your file has been uploaded, you’ll need to map the columns of your spreadsheet to the appropriate fields within Shape.
Please note, the record ID is required for bulk record updating. If you do not include the record ID then the system will not know where to update and the data will not be imported to the system. As soon as all the fields are properly mapped, you’ll want to click on “Confirm Import” at the bottom.
You can navigate to Reports > Import Report to check on the progress once the import has been initiated. Once the import is complete you can check your files to ensure that the information you just updated has now been filled out properly.
Import Report: https://secure.setshape.com/import-report
Since the Shape Lead ID is required when performing a bulk record update, you can follow the below steps to export the Lead ID from Shape to include in your CSV file:
You can export from any list view in the system but you will want to ensure that the records you wish to update are included on the list you go to.
On your lists you will find the “Filters” button that you can utilize to filter out any records that you do not need to update.
You can use any combination of filters, as well as custom filters, to get the results that you are looking for.
At the top of your list, you will find the “Manage Columns” button. Once this is clicked, a popup will appear where you can set what pieces of data are visible on your list.
Search for “Lead ID” and click the checkbox next to it. Lastly, click “Apply” to apply your changes.
Click Export>CSV to export your current list! Depending on the amount of records you are exporting, this can take some time but you can check your progress anytime from the Export Report linked here.
Exports will be available for download for 48 hours once completed.
Note: If at any point you do not know what the field names should be mapped to, you can use the import field guide on the Bulk Record Update Settings Page to determine how to map your spreadsheet columns. Use the search bar at the top of the field guide to find the appropriate field in Shape.
The record ID is a column in Shape labeled “ID”. Simply bring this column onto your list view and export your records to a CSV which will include the record ID.
Most commonly, it is used for updating a field in multiple records that was imported incorrectly and was left blank. This avoids having to delete and re-import the records to correct the mistake!
Keywords: records, bulk update, import field guide, field guide, csv, update, account, fix, import
