How to bulk update existing data using import feature?
If you are migrating data from an existing system or would like to add a large number of entries, you can add them in bulk instead of importing data points one at a time using the Import Data feature.
Please follow the below instructions to import data into Zuper.
- Go to the Settings option on the Menu
- Click on Data Import in the General Settings section.
- Choose the Module where you would like to upload data. Zuper currently supports bulk import in the following modules: Jobs, Customers, Organization, Property, Employees, Products, Assets,
- Once you have selected a specific module, use the Unique Field Type dropdown to prevent duplicate data entries. Make sure that the field you select doesn’t have any duplicates.
- Note: In the dropdown, choose Default Fields if you would like to use one of the built-in fields as the Unique Field Type. Choose Custom Fields if you would like to use one of the fields that are set by your Zuper Admin.
Once you have selected the Unique Field Type, it is time to narrow down on your choice and mention the nature of the field you have selected for removing duplicate entries. Known as Unique Field Check, this will help Zuper assess the distinct values under each entry in the selected field and validate data efficiently.
Note: Unique Field Check i.e., Default Field Check and Unique Custom Field is available only for certain modules like Customers, Assets, Employees, and Products. In cases like Job Import, there is no option for a unique field check.
Click on the Download Template or Download Template with Sample Data link and enter the corresponding data into respective columns in an excel sheet.
9. Note: The number of rows per sheet should not exceed 1000.
Voila, your data import is complete! In case you have any issues, do reach out to support@zuper.co in case of any queries. Our team is just an email away!
Related Articles
How to import the recurring jobs?
The data import is critical, and now the user can import the recurring jobs in a single shot with the “Data Import” option. Navigation: Settings --> General Settings --> Data Import 1. Select the “Settings” module from the left panel, and under the ...How to bulk update charge payments for invoices?
Navigation: Invoices --> Bulk Action The bulk action on the invoice module helps complete the payment charges of the line items in a single click for the multiple invoices. 1. Select the "Invoices" module from the left panel and select the invoices ...How to bulk update scheduled date and time of jobs?
Navigation: Jobs --> Bulk Action The bulk action on the jobs module helps complete the schedules of the line items in a single click for the multiple jobs. 1. Select the "Jobs" module from the left panel and select the jobs you want to bulk update. ...How to bulk print QR codes and use Bulk actions for the Assets?
A. Bulk Print QR Code on Assets Navigation: Assets --> Bulk Action --> Print QR Code The bulk print of QR codes on the Assets is possible now. With this, Assets can get their QR code printed in size. 1. Select the “Assets” module from the left ...How to bulk-update recurring Job Schedule and Employee Assigned?
Now in a single click, mass update recurring Job Schedule / Employee Assigned sections. Log in to Zuper Account. 2. Select the "Jobs" icon from the Menu bar on the left side. 3. On the Jobs Page, Click on the respective “Job” for which you ...