All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead, add a fifth option that has all fields in one file.
Mark Bejcek
shared this idea
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Megan Donovan
commented
Yes! This is especially true for adding ACH to profiles. Between the bank info, payment type, and pay email address, we are updating three separate files.
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Shari Martin
commented
We have recently converted and have discovered numerous fields that would help us tremendously as we create various mailing lists. These include Is Nonprofit, Tax Class, Service Area among others. It appears, however, that each different classification for each of these different fields would need to be uploaded separately. That equates to about 20 different uploads for us; however, we can easily put all of that information for all 3,200 organizations in a single spreadsheet.
Could you please simplify the "field update" process throughout CSuite (but beginning with Profiles) to allow a single upload to accomplish what currently requires significantly more?