Update existing records in bulk
Following a very similar process to importing new records, you can use the import template to perform bulk updates to records as well.
Once the update file has been prepared (see our data preparation guide) and saved as CSV, updating DATA through the import function of Qobrix CRM is simple. You can access the import function of each module by going to:
<system domain> /<module>/import
For example: demo-import.eu.qobrix.com/properties/import
Or log into your Qobrix CRM and select “import” through the module view page
Step 1: Choose the update import file and submit
Once selected the Import wizard will guide you through the process.
Step 2. Select “Update existing records”
The wizard will automatically match the template file column by name to Qobrix CRM Field names.
Those that are not matched could be manually mapped through a drop-down list containing ALL file column names.
Choose the “Match record by” and press submit.
There are two choices:
ID: This is a reference to an External ID (normally of a Legacy system)
Property Unique ID: Is the unique ID automatically created within Qobrix once an property is entered. All System IDs can be extracted through the Export process (see separate guide).
Once the mapping is confirmed press submit (located at the bottom of the page).
Step 3. Import Status
The Wizard will show a complete status update of the importing process.
Refresh the page to give you an update of progress until the import is complete
Through the action “eye” icon you can inspect the details of the import and analyse any failed import and the reasons why.
Step 4. Import Validation
Through the action “eye” icon you can inspect the items imported and validate the data is correct.
You have successfully completed updating your existing records in Qobrix CRM.
