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Amend data via export and import
Amend data via export and import

Update multiple records at once by exporting to CSV, making changes, then re-importing.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

As well as creating records using our import data tool, you can also amend existing records by re-importing exported data.

Get started

Head to System Setup > Export Data and grab a copy of the type of data that you’d like to update.

Open your CSV file and make changes. We recommend using Google Sheets, follow our other tips on importing data here: General pointers for importing data

When you’re done, re-import the data by heading to System Setup > Import Data.

Leave the ID column intact

The “ID” is Current RMS’s internal reference for a record. Leave the ID intact to tell Current RMS to update this record. 

  • If the ID is changed, Current may update a different record. 

  • If the ID is blank, Current may try to create a new record.

Remove unchanged columns

If you’re not changing particular fields, we always recommend deleting those columns from the exported template. This will ensure that you don’t inadvertently change information that you didn’t mean to.

Data you can’t change

Some data can’t be changed by re-importing, for example:

  • Stock method and sale bulk quantity on a product import

  • Store, stock method, and product on a stock level import

Use a custom view

“ID” is available as an attribute when creating a custom views for contacts, organizations, venues, vehicles, and products. This means you can create a custom view, then export that to CSV and make changes. 

Import this in System Setup > Import Data when you’re done.

Not familiar with custom views? Check out our guide: Custom views

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