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Step 1: Prepare the Update File (CSV)

To update existing records in bulk, you need a CSV file that tells Zudello which records to update and what new information to apply. The key is using the correct unique identifier (UUID).

Steps:

  1. Identify Records to Update: Determine which records need updating (e.g., update the default account code for a list of suppliers, change the status of several dimension values).
  2. Obtain UUIDs: You must have the Zudello UUID for each record you want to update. The best way to get these is often by:
    • Exporting: Create and run an export template (see Export Custom Reports tutorial) for the relevant submodule (e.g., Suppliers, Accounts) and ensure you include the UUID field in the export.
  3. Create CSV File: Open a spreadsheet program (like Excel, Google Sheets) or a text editor.
  4. Add Header Row: Create a header row with column names that clearly identify the data. Crucially, include a column named UUID (or exactly matching the UUID field name from your export). Also include columns for only the fields you intend to update.
    • Example Header: UUID, Default Account Code, Payment Terms
  5. Add Data Rows:
    • For each record you want to update, create a row.
    • Paste the correct UUID into the UUID column.
    • Enter the new value into the column(s) for the field(s) you are updating.
    • Leave columns blank for fields you are not changing for that specific record. Only include values for the fields being updated.
    • Example Row: abc-123-def-456, 6100, Net 30 (This would update the Default Account Code to 6100 and Payment Terms to Net 30 for the supplier with UUID abc-123...).
  6. Save as CSV: Save the file in CSV UTF-8 format.

What Happens Next?

Your CSV file containing the UUIDs and the specific updates is ready for import.

Next Step: Initiate Import and Upload File

Related How-To Guides:

title: Step 1 - Prepare Update File (CSV) description: Create a CSV file containing the unique identifiers (UUIDs) of the records to update and the new values for the fields being changed. slug: /product-guide/data-manager/bulk-import-update/step-1-prepare-csv sidebar_label: 1. Prepare CSV File​

Step 1: Prepare the Update File (CSV)

To update existing records in bulk, you need a CSV file that tells Zudello which records to update and what new information to apply. The key is using the correct unique identifier (UUID).

Steps:

  1. Identify Records to Update: Determine which records need updating (e.g., update the default account code for a list of suppliers, change the status of several dimension values).
  2. Obtain UUIDs: You must have the Zudello UUID for each record you want to update. The best way to get these is often by:
    • Exporting: Create and run an export template (see Export Custom Reports tutorial) for the relevant submodule (e.g., Suppliers, Accounts) and ensure you include the UUID field in the export.
  3. Create CSV File: Open a spreadsheet program (like Excel, Google Sheets) or a text editor.
  4. Add Header Row: Create a header row with column names that clearly identify the data. Crucially, include a column named UUID (or exactly matching the UUID field name from your export). Also include columns for only the fields you intend to update.
    • Example Header: UUID, Default Account Code, Payment Terms
  5. Add Data Rows:
    • For each record you want to update, create a row.
    • Paste the correct UUID into the UUID column.
    • Enter the new value into the column(s) for the field(s) you are updating.
    • Leave columns blank for fields you are not changing for that specific record. Only include values for the fields being updated.
    • Example Row: abc-123-def-456, 6100, Net 30 (This would update the Default Account Code to 6100 and Payment Terms to Net 30 for the supplier with UUID abc-123...).
  6. Save as CSV: Save the file in CSV UTF-8 format.

What Happens Next?

Your CSV file containing the UUIDs and the specific updates is ready for import.

Next Step: Initiate Import and Upload File

Related How-To Guides: