We’ve decided to add a new drop down field “Industry” field for companies.
How can I update multiple companies at the same time?
e.g. select all my banking companies and then change the Industry field to “Banking”
Changing a Field on Multiple Records
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There’s currently no facility to mass update a field across multiple items. There is a work-around for contacts. For companies we’d need to dip into the API and run a quick batch file from the command line etc. |
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OK, thanks. I’d prefer a field (better for exporting) but I guess I might use Tags for now. |
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Is there a way to search for all companies that have no Tags? |
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You can only search by having a tag, you cannot currently search by not having a tag. |
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Just for background, the method to update company fields using the command line would be something like this: 1) Filter the companies by Tag = “Banking”, Data > Export this list (Excel), the first column in the spreadsheet are the IDs for the companies you want to update. 2) You need the command line utility cURL installed, if you have a Mac it’s already there 3) Create and run a batch file with this line repeated for each ID
curl -u '{userEmail}:{userApiToken}' -X PUT -H 'Content-Type: application/xml' -d '<request><custom1473640>Your Data</custom1473640></request>' https://secure.solve360.com/contacts/811805
- where custom1473640 is the field name (Workspace > My Account > API Reference > Company > Fields) |
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Thanks, that’s quite helpful. |
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Comment deleted - superceded |