Course Description
When adding and updating entries, you can do so one at a time or in bulk. This course reviews the process for bulk data entry and edit -using either the Bulk Edit Entries or Import File method.
Learn how to update and add multiple entries in bulk so you can increase your efficiency in using DealCloud.
Course Curriculum
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1
Bulk Data Edit and Entry -Bulk Edit Entries Introduction
19:28-
How to Access the Bulk Edit Functionality
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Bulk Edit Entries - Quickly Update a Subset of Entries in the Edit Grid
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Allow Manual Override
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Viewing Changed Items / Updating Entries using Find and Replace / Filtering within the Edit Grid
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Overview of the Process to Import from an Excel File
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DealCloud IDs as Unique Identifiers for Bulk Edits
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Intro to Using DealCloud IDs as Lookup to Bulk Update Existing Entries
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Using DealCloud IDs to Match Imports for Bulk Update to Existing Entries - Demonstration
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2
Using a Spreadsheet to Update Existing Entries/Create New Entries (Import Excel File)
06:23