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Bulk Editing Records with Imports

There may be times when you wish to edit records in bulk, such as updating addresses on contact records, adding notes to gifts, or updating completion notes on activities. Instead of updating the records one by one, you may use an import to update the records in bulk.

If updating records in this method, a few tips to keep in mind.

  • An update import cannot be undone in the same way that a new import can. If a mistake was made during an update import, you will need to import a new document to correct the mistake.

  • Ensure that there are no duplicate donor ID's, Gift ID's, or Activity ID's listed on the file you are importing. When re-importing the document, the same record may be updated multiple times with the last record row being the final update, resulting in not all requested changes being processed.