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1. Bulk modification of items

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   11 comments  ·  Zoho Invoice » Items  ·  Delete…  ·  Admin →
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   AdminReshma (Community Manager, Zoho Corporation) responded

   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

   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

   … more

   An error occurred while saving the comment
   Tapiwa commented  ·  Aug 22, 2018  ·  Edit…  ·  Delete…

   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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