Bulk updating data

this guide is exclusively for the updating of data, and should not be confused with our data importer for an overview of how to import data in bulk, please see our data import guide docid\ b7fbmjkd ke2z7xy3l0kg in breww, you can bulk update your customers and product data this is an extremely useful tool, which means you do not need to go into each individual customer account or product page if you need to apply a large number of changes the bulk updater can be found by heading to settings > data imports and updates the updater tools are towards the bottom of the page it is very important that you do not use the importer functions at the top of the screen if you would like to update data, as using these would instead create new data in breww the tools you will need are under bulk update existing data updating your customers the customers updater will allow you to download a csv file containing key information set against the customer and customer primary contact, such as the price book, tags, and assigned salesperson you can then simply amend the applicable data in the fields you need, such as changing customers from price book a to price book b or changing the salesperson assigned to another member of your team once you are happy, you can save the file it is imperative that you do not re format this file and instead just update the relevant data accordingly doing so could cause unexpected issues in your account if you then select update existing customers , you will be able to upload your changes, which will update your customer accounts in breww in bulk updating your products the same process can be carried out for your product data here, you will be able to bulk update key fields held against a product, such as tags, codes/skus, and weights this feature also allows you to obsolete products in bulk and restore them it’s important to note products cannot be fully deleted in bulk if a product has not been used , it can only be deleted individually from its product page if a product has been used , it cannot be fully deleted from breww this ensures historical data remains available for reporting instead, products can be marked as obsolete obsoleted products can also be restored in bulk if needed in the future