Updating Existing Data Entries

We understand that errors or mistakes can occur when entering data, and correcting them individually can be time-consuming. To address this, we offer an update feature that allows you to update multiple data entries simultaneously with just a few clicks!

Prepare the Updated File

Watch the guided demo below to see how to add the new user with the appropriate role.

You can also follow the same steps using the written guide below.

1. Open the record where you will update the data.
2. Export a list of entries as your starting point to ensure each row includes a valid entry ID.

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Note

The exported file does not include any Sub Record entries contained within the record.

3. From the exported file, you can delete any columns you don’t need or don’t want to update, such as createdAt and updatedAt. You can also fill in or edit the columns and cells for the data you want to update.

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Info

When you are importing or updating the file, you can still skip or remove any columns you don’t want to update in the Map Columns step.

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See also

You can use the importing format for reference.

4. Save the file.

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Update the Data

Watch the guided demo below to see how to add the new user with the appropriate role.

You can also follow the same steps using the written guide below.

1. There are two ways to access the Import page.

2. From the Import page, select the Update Data option.
3. Upload the CSV file to update the existing entries.

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Info

Max file size 50 MB

4. Click Next.
5. In the Map Columns page, select or deselect the checkboxes to choose which fields you want to import into the record.
   1. The grey colour indicates fields that will be skipped (unmapped).
   2. The red colour indicates invalid fields that require mapping.

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Info

Whenever you hover over the column, you will see the data preview in the right side of the page.

6. Click Next to continue to the next step.
7. Review your data.
8. Click Import to System to finish the importing process.
9. You will get an error message if there are errors in the rows.
   1. Click No, go back to resolve the errors.
   2. Click Import, if you decided to skip the errors and continue to update. Rows with errors will be skipped and written to an error file so you can reimport them later.
10. After you import the file, you can view its process and error details. You can also go back to the record, and click the search bar to find and filter specific data you just updated.

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Update the Sub-Record Data

Watch the guided demo below to see how to add the new user with the appropriate role.

You can also follow the same steps using the written guide below.

1. Click "Settings" and proceed to "System Settings".
2. Select Records menu.
3. Look up for the sub record in the standard or custom record section.
4. Export the entries of the record.
5. Open the downloaded CSV file. You can delete any columns you don’t need or don’t want to update, or edit the columns and cells for the data you want to update.

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Warning

Do not delete INDEX and PARENT_ENTRY columns.

6. Save and export the CSV file again.
7. Go back to the main record.
8. Click on the three-dot horizontal button, then select Import Data
9. From the Import page, select the Update Data option.
10. Enable the Update Sub-records toggle.
11. Select the sub-record you want to update from the dropdown.
12. Upload the CSV file to update the existing sub-record.

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Info

Max file size 50 MB

13. Click Next.
14. Select or deselect the checkboxes to choose which fields you want to import into the record.
15. Click the Next button to proceed to the final preview import step.
16. Review your data. Click Import to System to finish the importing process.
17. You will get an error message if there are errors in the rows. You can go back to the previous step to resolve the errors, or skip the errors and continue to update.
18. After you import the file, you can view its process and error details. You can also go back to the record, and click the search bar to find and filter specific data you just updated.

📌 Need Help?