Aha! Ideas | Bulk edit records

It's often easier to update records in bulk than it is to edit each one individually. You can even send records to an integration in bulk. Bulk editing is as simple as creating a list report filtered to your data set, then selecting records individually or in bulk.

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Considerations before converting or moving records

Bulk editing is a simple and powerful tool so it is worth considering the exact effects of your edits before you click the Apply button. When you bulk edit records, your edits might affect fields that you didn't intend to change. Moving a record to a different workspace can move it into a new workflow, for example, with access to different statuses. Or it might change the number of custom fields available. We have put contextual warnings in the Bulk edit modal to give you a few tips.


Bulk editing records

When you select one or more records in the list report with the checkboxes on the left side of your report, the Bulk edit button appears at the top. You can bulk edit any records that you have the permissions to edit.

When you click Bulk edit, you'll get the option to edit data for the currently selected primary record type in the following ways:

  • Change standard and custom fields

  • Delete records

Once you've selected the information you'd like to update, click the Apply button to quickly update all of the selected records. You can also click the Delete <record type> button to bulk-delete your selected records.


Bulk sending records to an integration

If you want to manually send records to an integration webhook, you can do so one at a time by opening the record and clicking the Integrations dropdown, then selecting the enabled integration webhook you would like to send the record to.

Bulk editing allows you to send multiple records to an integration webhook manually. Follow the same steps in the process — create a list report, filter it to your data set, and select multiple records with the checkboxes on the left side of the report. Then update the Send to field with an enabled integration webhook.

To bulk send records to an integration, all the records must be from the same workspace. Filter your report by Workspace name to get an appropriate list.

Click Apply to send your records.