Overview
The bulk update feature allows you to quickly make updates to existing assets, parts, or vendors in Limble at one time.
This article will teach you how to perform a bulk update in Limble.
(Note: tasks of any kind cannot be updated using the bulk update feature through a .csv file.)
Table of Contents
How to Perform a Bulk Update
First, export what you need - assets, parts or vendors (items) - for the desired update.
This can be found by navigating to Manage Assets, Parts, or Vendors page. In this example, we're updating assets.
Click the "Bulk Actions" button. From the dropdown, select the "Update" option.
In the new window, download your current list of items by clicking the blue "List" text in step 1.
Open your file.
First, remove any data you do not wish to update. Remove any rows of items that are not being updated, and any fields that don't need to be changed. This will ensure you do not mistakenly update data that you wish to keep the same.
(Note: be mindful of the upload limitations noted in the Bulk Update screen. If you are planning to update more than what is allowed in a single upload, batch your data into separate files.)
You must keep the ID field in order so Limble can identify the item being updated.
Next, make updates as desired, and save your file. In this example, I am updating the serial number and up/down status of a few of my assets.
(Note: if you are performing a bulk update for parts and are updating the Manually Associated Vendor field, be sure to include the following information: [Vendor ID] | [Part Number] | [Price]. Otherwise, the update will remove the existing part number and price.
You must also include any current manually associated vendors in your update even if no information is changing. Otherwise, this will remove the current association. This also applies to Manually Associated Assets.)
Navigate back to the Bulk Update screen using the "Bulk Actions" button and choosing the "Update" option from the dropdown.
In the new window, select "Upload File."
Select your file and upload as instructed.
In the new window, you'll see how many items will be updated.
Clicking the blue text will expand the list so you can see which items are part of the bulk update.
Once you are ready to proceed, click "Confirm."
Your updates will now be complete!
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.