Bulk Update Statuses
- Lauren Strang
If you have a lot of records that are at the wrong status or you need to update the status on, you may benefit from using the Dataloader to make these changes in bulk. Currently you can update the status of:
Relationships
Opportunities
Quotes
You will need to prepare a CSV containing all of the records you need to update, this can be pulled from your Reports within Accelerate. The CSV you will need to prepare will have 3 columns:
OBJECT_TYPE | OBJECT_ID | STATUS |
|---|---|---|
Relationship | 123456 | Lost |
Opportunity | 987654 | Closed Lost |
The OBJECT_TYPE will be the type of record you want to update, so either Relationship, Opportunity or Quote. The OBJECT_ID is the reference of the record within Accelerate, and the STATUS is the name of the status you want to move the record to.
The STATUS column must be formatted exactly as it appears in Accelerate. For example, if the required status is Closed Lost, you must format this column with the same capital letters, spacing etc.
Once you have prepared your CSV, this can be uploaded into the Dataloader. In order to bulk update statuses, your user must have the Dataloader access of ‘Status Update’ on your profile. To add this, head into Settings and edit the required user, and add the Dataloader Access using the Type dropdown and ‘Add Dataloader Type’ button:
Once your Dataloader access has been configured correctly, you can launch the Dataloader and select the Status Update type:
You will then be able to upload the CSV file you prepared earlier, and presented with a preview of this file to do a last check that you are happy with the data you are moving. Selecting ‘Confirm’ will begin transferring the data to the new statuses. Once the file upload has completed, you will receive a confirmation email detailing the success of the file, with any relevant error messages for rows that could not be updated.