Bulk modification of items
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea
Dear customers,
Thanks for your feedback.
Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.
You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.
Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.
If you have any questions on this, feel free to drop an email to support@zohoinvoice.com
Regards,
Reshma
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J.S.
commented
Pretty basic feature that should be available.
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Stefan
commented
NEED A BULK EDIT FEATURE FOR ITEMS ASAP!
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Lu
commented
Hey Reshma,
You say "we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification."
I'm trying to inject in Zoho Books Contacts whose name have been changed, and there is no such way to choose use the Contact ID as the base field for identification. -
Viksit
commented
Guys you cannot not have a bulk update feature. You really expect people to make small updates in each individual product when they have an inventory of hundreds of products? You don't need a vote on this - it's a critical feature that should have been built in right from the beginning.
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Ahmed
commented
To think Bulk edits of items was not part of the initial release is ridiculous. Please put some people on this feature as soon as possible. This should be a basic feature of the software.
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Daniel
commented
too many items to be making 1 by 1 edit.
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Tapiwa
commented
Its quite disappointing that 7 years down the line this has not been addressed.
I have over 400 entries in CRM that i need to update with different sales figures and its time consuming doing one at a time, imagine how long it would take? There isnt even an update SQL function that allows updates on Reports to pull through to CRM.
Please make this a priority. Waiting for a number of votes to start implementing this option does not make sense.
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Mariano
commented
It's been 7 years and it was no addressed!
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Paul Chung
commented
In school, I need create a lot of invoice and set status to paid. Some time I need to edit all of invoice items. Any suggestion for my case. Now I waste a lot of time to edit invoice one by one
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Rahul Singh
commented
Is this up now?
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William Hunt
commented
The fact that we cannot export all of the item details including its group in a single file and then reimport that file with modifications is ridiculous. Opening items one by one to modify them is horrible. Can you guys please fix this and use the product ID as the key instead of the item name so that it can be edited without creating a new item when you change product names or fix a spelling error.