Importing Bulk Records - Updating Your Records

Modified on Fri, 10 Oct at 12:42 PM

Once you have either added records into a non-staged Database - either manually, or by bulk importing records from Excel - you can then bulk import updates against your records at any time.

NOTE that import for records is not supported for staged databases.

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First, follow the steps outlined here to Export your records.

Once exported into an Excel spreadsheet you can edit existing field information, or add in new columns of information*. Be sure to save your changes in the spreadsheet and that is is easily locatable on your platform for re-upload.

Then, back in your IntelligenceBank platform, click back into your Database name and then on Import Records.

On the new page that opens select the edited Excel spreadsheet from your hard-drive from the Select File to Import option.

Select Update Records from the Import Type option.

Click Initiate Import

Select the relevant fields to Map to ensure each column on your spreadsheet matches a field within your database.

* If you have added a new column of information, ensure that a corresponding field has been added to your database before importing the update.

Once all fields have been mapped, click Import Records down the bottom left of screen.

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IMPORTANT NOTE:

Note that fields have to match precisely or they might fail to map. Any failures will be displayed on the results page after you Import. Click here for trouble-shooting tips with this process.

Next:

Trouble-shooting Importing Database Records