We want to update the custom field for over 500 records in the contacts module.
Could we use the Import Contacts option to do this? Or is there another way to do it easily?
We want to update the custom field for over 500 records in the contacts module.
Could we use the Import Contacts option to do this? Or is there another way to do it easily?
Multiple ways ..
A mass update could become challenging with workflows (timeouts etc.)
Import: Try to only import the columns that you really need (e.g. ID, name*, your_custom_field_c)
One more method I often use if the value is based on another value in SuiteCRM I use workflow to do mass updates.
Thank you; it is about updating only one field for records.
Yes, using the Import Contacts option can be an efficient way to update a custom field for 500+ existing records. Export the contacts first, include a unique identifier such as the Record ID, update the custom field in the CSV, and then import the file while mapping it to the existing records. Iād recommend testing with a few records first and keeping a backup before updating the full list.