Bulk add and edit

Bulk adds new records and updates existing ones in the same go. A row whose Title matches an existing record updates that record; any other row creates a new one. Open Data Source, pick the data type in the list beside the records, click the arrow beside New and choose Bulk. The Bulk create and update dialog opens.

1. Download template: a spreadsheet with one column for each field of the data type, plus Hub for data types with Scope Data by Hub on and Scope Data by User for data types with Scope Data by User on.
2. Upload file: choose the filled-in file, or drop it here. An .xlsx or .xls file made from the template, up to 5 MB.
3. Fill manually: type the records into a table instead of uploading a file.

Upload a file

1. Click Download template and fill in one record per row.
   • Hub: one hub name per row. To add the same record to another hub, add another row with that hub name. Each hub gets its own record.
   • Scope Data by User: user emails, separated by commas. Leave it empty for everyone.
   • Checkbox: TRUE, FALSE, 1, 0, yes or no.
   • Coordinate: latitude and longitude, such as -6.2,106.8.
   • Relation: the Title of the linked record.
2. Drop the file on Upload file, or click to choose it. XLS and XLSX files up to 5 MB are accepted. A file with no data rows, or with a blank column header, is refused with a message saying why.
3. Match each column of your file to a field. Columns with the same name as a field are matched for you. Every required field needs a column. Click Next.
4. The rows open in a table. A row with a problem is outlined in red, and each invalid cell says what is wrong under it. A small card at the top of the table, which stays there as you scroll, says how many rows need fixing; use its arrows to jump between them. Fix the cells in place, or remove a row with its bin.
5. Click Save. A progress bar shows how many rows are done, for example Importing 200 of 450 rows…; the dialog can’t be closed until it finishes. A summary then shows how many records were saved, with a bar and a count of those created, updated and failed, and the reason for each failed row. If the import stops partway, the rows it did not reach are listed as failed with the reason. Click Download failed rows to get those rows in a file with an Error column, fix them and upload the file again. Click Done.

If you changed the data type after downloading the template, the web app asks you to download the template again before importing.

Files with more than 2,000 rows

A file with more than 2,000 rows can’t be checked row by row in the dialog. The web app asks Process in the background?; click Continue. The rows are then checked and imported on the server. The dialog shows the progress, and you can close it while the import keeps running. Follow it in Import.

Type the records in

Click Fill manually.

1. One column for each field. Required fields are outlined.
2. Add row: add another record.

Fill in the rows the same way as the file: type values, pick options and relations from lists. To start over, Delete all data clears every row after asking Delete all data?. Click Save when you’re done. If you close the dialog with unsaved rows, the web app asks Discard this bulk entry?