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Visitor
JScott
Posts: 1

How to mass update account products

Previously products withn our accounts could be entered manually. we now have thousands of products that can not be sorted properly. I am renaming these products to simplify things.

 

I have exported a CSV report of accounts with assets/products. I now want to import this file to update product names, description, etc. Is this possible?

 

Is there a best practice for this update? If so can you please lend some input. Thanks in advance!

Trusted Contributor
Harry James
Posts: 190

Re: How to mass update account products

Have you considered using the EXCEL Connector?  Check out the Excel Connector board here.

 

The other possibility is to use the Data Loader.