This feature allows you to update data on companies, leads, and activities in bulk by importing them on an Excel template.
Using the update function you can also delete current existing values and leave them empty.
How it works
To access the bulk update, go to any Bloobirds report and click on BULK ACTIONS.
Prepare the template
Prepare the list of objects you want to update, you will need to include a column with their Id and another one with the field/s you want to update filled in with the new values.
For example, we want to update the lead's status information.
To find out the lead's ID, use the list filters to trim down the list of leads you want to update.
And download it to your computer.
Below the column ID, you will find the lead's ID.
Make sure the format of the data is right before uploading. In this article, you will find important general guidelines on how to prepare your data such as the format of phone numbers, dates, and most common errors when importing.
Upload the template
Go to BULK ACTIONS, on any of your Bloobirds' lists and select Import, update or delete objects.
On the Bulk Choose the action you want to carry out: update, select the type of object, and click on NEXT. For example, lead.
Drag and drop the file and click on CHECK FILE.
If the template is correct, you will get a message saying you are good to go. Click on START UPDATE.
A window will pop up, you can close it. Then, you will be redirected to the list of bulk actions where you can check if everything worked well.
Here you can download the files you just uploaded and check any errors by clicking on them.