Update organizations in bulk

You can update the address (or any Organization Custom field) for multiple organizations in bulk using the Bulk updates menu. 


In this article:

Update Organization Custom Field in bulk Update Organization address in bulk


Update Organization Custom Field in bulk

Jump up to Article's Overview ⮝

1
Select the checkboxes for the contacts.

Action Stream | Select contacts by checkboxes


2
Click the 3-dots menu → Advanced updates.

Action Stream | Bulk update menu | Advanced updates...


3
In the pop-up, select the Organization custom field to update.



Update Organization address in bulk

Jump up to Article's Overview ⮝

1
Select the checkboxes for the contacts.

Action Stream | Select contacts by checkboxes


💡 Select the top checkbox to select all loaded contacts, then click Select all # contacts in filter to include the remaining contacts.


2
Click the 3-dots menu → Advanced updates.

Action Stream | Bulk update menu | Advanced updates...


3
In the pop-up, select Organization address to update.


4
Add the address and decide to:

  • Don't apply - then the specific address field will not be updated.
  • Overwrite it - then the specific address field will be updated with new data from the bulk update.

  • 💡 Contact addresses can also be updated in bulk.

    💡 Bulk updates don’t count toward the Last activity filter in Advanced Search.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us