Aha! Roadmaps | Send records in bulk to integrated tools

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

Bulk editing allows you to send multiple records to an integration 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 lefthand side of the report. Then update the Send to field with an enabled integration.

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.

The bulk edit modal in front of a feature list report showing how to bulk send features to an integration.

If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.