Keeping your data up-to-date is essential for your business and that is the reason why we offer several quick and easy options to update data.  Let's get started!

User Permissions: No special permissions are required to use this feature.

Note: There are some restrictions available to import CSV files. If you are unable to import files, please reach out to your team's administrator.

In this tutorial, we will cover how to:

1. Navigate to your Apps
2. Edit a Single Record
3. Edit Multiple Records (Bulk Edit)
4. Edit Multiple Records Through an Import (CSV file)
   • Key Considerations

Navigate to your Apps

First, you need to use the menu in order to get to the app for which you want to create the record.

• You can use the search function to search for the name of your application.
• Click on the app from the main App Homscreen
• Or click on the app name in the left menu and select one of the views.

Edit a Single Record

There are a few different ways you can edit a single record:

1. Click on the pencil icon to edit the record.

2. Click on the record you want to edit. Then click on the "Edit" button in the top right corner of the screen. 

On the 'Edit' window, you can change all the information related to your record, including the owner. Once you are done with the changes click 'Save'. 

Edit Multiple Records (Bulk edit)

Servis.ai allows you to quickly edit multiple records at once using the List View of any app. This is especially useful when making changes across many entries—saving you time and ensuring consistency.

• Open the App
  • Navigate to the app containing the records you want to update (e.g., the Contacts App).
• Switch to List View
  • Use the List View to display your records in a table format.
• Select the Records
  • Check the box next to each record to select them individually.
  • To select the first 50 records, click the top checkbox.
  • A selection banner will show how many records are selected.
  • To select all records, click “Select all X records.”

If you want to know everything about Bulk Edit, dive into its dedicated article!

Edit Multiple Records Through an Import (CSV file)

This method is recommended when you want to update a large number of records simultaneously. There are 3 steps to follow:

1. Download your data: Go to the desired app, click the 'Export and Print' button, and click 'Export to CSV'.

2. Open the CSV file and make the required changes. (*Review Reference Join Fields)

3. Go to the Import Wizard and upload your CSV file: It's the same process you follow for importing data to Servis.ai.

Key Considerations 

To ensure a successful update, always base your modifications on the exported CSV file. This file includes the essential ID field, which allows the system to recognize the records and apply updates correctly. If the ID column is missing during the import process, the system will interpret the data as new entries, resulting in duplicate records.

Below is an example of what a record ID looks like:

When using a Reference field that links to another app, your file must include the ID of the record rather than the name. This ensures accurate mapping and prevents errors during the import process.

Best Practice: It is advised that when updating your data through import, you only update the data you want to change.

For instance, if a Contact record in your Servis.ai instance contains 100 fields, but you only need to update the Contact Owner field via import, your file should include only the Contact ID and the Contact Owner field. This ensures a precise update without modifying other data.

For more information on preparing and importing data, visit Import Your Data in Servis.ai.