Mass update data

In some cases Method's import/export tool can be used to mass update existing data. The steps below will outline how this can be done.

Step 1: Export existing data

To update existing data, we always recommend exporting the latest data first.

  1. Click the Gear icon and select Preferences
    1. On the left menu select Integrations
    2. Select Launch Import/Export Tool
    3. Select Use our Classic Import Tool
  2. Select Export a table to a file.
  3. Select the table where your data is stored from the dropdown list.
  4. Click Export to file. This should download a .csv file.

Step 2. Update your data

It is now time to update the file with your new data.

  1. Open the downloaded file from above.
  2. Update the file with the new data.
  3. Export the data as a .csv or .xls file.

Step 3. Mass update data

You should now be ready to update the data back into Method.

  1. Return to the Import / Export tool in Method.
  2. Select Import into a table from a file.
  3. Select the same table you exported from.
  4. Upload the file with your updated data.
  5. Click Import Data. This will take you to Import - Step 2: Prepare Data.
  6. For "2. Set options:," select Update existing record by matching key fields.
  7. Make sure RecordID is also checked.
    A unique field is strongly recommended. Using a field other than Record ID is possible but the RecordID is available and unique in every table.
  8. Scroll to the bottom and click Import Data.
  9. Click Begin Import and wait for the progress bar to reach 100%.
  10. Click Finished.

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