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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
   Lu commented  ·  Nov 11, 2019  ·  Edit…  ·  Delete…

   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.

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