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Tutorial: Perform Bulk Data Updates via Import

Goal: Efficiently update multiple existing records (e.g., Suppliers, Items, Dimensions) in Zudello using the data import feature.

Managing large datasets often requires making changes to multiple records simultaneously. Whether you need to update default coding for a group of suppliers, change item categories, or modify dimension details, performing these updates one by one can be incredibly time-consuming. Zudello's import tool provides a powerful way to apply these changes in bulk using a simple CSV file.

This guide will lead you through the journey of preparing your update file, initiating the import process in Zudello, mapping your data correctly, and verifying the results. The key to success lies in using the unique identifier (UUID) for each record you wish to update.

Steps:

  1. Prepare the Update File (CSV)
  2. Initiate Import and Upload File
  3. Map Fields and Run Import
  4. Review Import Results

Let's start by preparing the CSV file with the data to be updated.

title: Overview - Performing Bulk Data Updates via Import description: Learn how to efficiently update existing records in Zudello by preparing a CSV file and using the import tool. slug: /product-guide/data-manager/bulk-import-update/overview sidebar_label: Overview

Tutorial: Perform Bulk Data Updates via Import

Goal: Efficiently update multiple existing records (e.g., Suppliers, Items, Dimensions) in Zudello using the data import feature.

Persona: Kenji Tanaka (Data Analyst)

This tutorial focuses on preparing a CSV file containing the necessary identifiers (UUIDs) and the updated information, then using the Zudello import tool to apply these changes in bulk.

Steps:

  1. Prepare the Update File (CSV)
  2. Initiate Import and Upload File
  3. Map Fields and Run Import
  4. Review Import Results

Let's start by preparing the CSV file with the data to be updated.