Advanced actions and tools

Advanced actions and tools

5

Lessons

28 min

Administrator

Maximize your work with Fireberry with advanced tools such as bulk edit, bulk delete, import, and export.

Start First Lesson

Summary

By using the bulk edit and bulk delete options you can quickly work with multiple records at once. Import CSV or Excel files and then choose whether you'd like to update new records or edit existing ones. Export views to have your data in CSV format, or export all your system data to create a backup.

Lessons in this course

Bulk edit and delete

Optimize your work with records using the bulk edit fields and bulk delete tools.

Exporting data

Export a single view for a list of data you need in CSV format, or export all the data in your system to keep a backup of your data.

Importing data

Import data into your system easily using an Excel or CSV file. Choose an object to import into, and then either import new records or update existing ones.

Importing new records

Import new records into your system using a CSV or Excel file. Select the object they'll be imported into, and match which field each column will be imported into.

Updating existing records

Update existing records to quickly change the values of specific fields based on a CSV or Excel file. Use an ID field to specify which records should be updated.