Bulk update lists and views

Bulk update a list via CSV import

Getting entry IDs

Entry IDs are the unique identifiers for each entry in your list. Including them in your import will ensure you are updating existing entries and not creating duplicates. If there's a mix of updates and new entries in your file, any lines without a matching entry ID will be created as new entries.

• Entry IDs are automatically included in any CSV or Excel export of your list, under the column titled Entry ID

• Simply export a list view with no filters applied to have a file of all your IDs

• A record ID will also be included, but just in case you have a record with multiple entries, we suggest using the entry ID for precise matching

Mapping new data

If you're looking to bulk add new data to all or some of your entries, you'll want to start by combining it with your entry IDs in Excel.

• Make sure the file with the new data you'd like to import includes an identifying cell that matches one in your view export, such as name

• Using a vlookup function in Excel, you can match the names to the entry IDs in the view export

• Once your entry IDs are matched in your file, you should save it as a CSV file ready for import

• Import your data using our CSV importer, mapping entry ID as the identifier

• You can also create new attributes and values directly from the import tool

Bulk updating existing data

If you'd like to bulk update existing list data, simply do so from a view export.

• Create a view that includes the entries and attributes you'd like to update, then export it to CSV

• In the CSV file, update the necessary attribute data

• Save the updated file, then reimport it into Attio using our CSV importer

• Map entry IDs to the Entry ID field

• Map all other attribute columns from your file to the existing attributes in Attio

Bulk update a list with copy and paste

When you want to update multiple attribute values at one time, you can also update them in bulk in table views with copy and paste.

Select multiple cells by clicking and dragging your cursor over multiple cells, or click a cell, hold shift on your keyboard, and select another cell to select both cells and all cells between. On a Mac, cmd + C will copy the cell values, and cmd + V will paste the values of cells you've copied. On Windows, use ctrl + C and ctrl + V to copy and paste. You can also copy and paste values between Attio table views and other spreadsheet applications.

Bulk update kanban stages

Learn how to select multiple kanban cards in a view and move them from stage to stage.