Batch Operations

Batch Operations in Manager allow you to create, update, delete, and view entries in bulk. This feature is available across many screens in Manager, improving efficiency and productivity for frequent tasks. To access Batch Operations, click on the Batch Operations button in the bottom-right corner of the relevant screen.

Batch Create

Batch Create facilitates creating multiple entries simultaneously. This feature is particularly useful when you need to add a large number of entries efficiently.

To perform a Batch Create:

1. Click the Batch Operations button and select Batch Create.
2. You will see the Batch Create screen, which provides instructions in three steps:
   1. Click Copy to clipboard, then paste the copied columns into your spreadsheet software.
   2. Enter your data accurately within your spreadsheet application.
   3. Copy your completed spreadsheet data and paste it into the text field provided.
3. Click Next to review the entries Manager will import.
4. Once checked, click the Batch Create button to finalize and complete the process.

Tip:
A common challenge encountered during Batch Create is ensuring accurate preparation of your spreadsheet data. If you are unsure how your spreadsheet should be structured, create a few sample entries manually in Manager.io first. Then use the Batch Update function to view how these entries are formatted, providing a clear example of what your data should look like.

Batch Update

Batch Update allows you to modify existing entries efficiently in bulk, saving considerable time.

Steps for Batch Update are similar to Batch Create, except:

• Clicking the Copy to clipboard button during Batch Update will copy existing data entries—not just column headers—enabling you to update data quickly.

To use Batch Update:

1. Click Batch Operations, select Batch Update.
2. Click Copy to clipboard and paste data into your spreadsheet application.
3. Modify the necessary fields in the spreadsheet carefully.
4. Copy your updated data and paste it back into the Batch Update text field.
5. Click Next and review proposed changes.
6. Confirm the update by clicking Batch Update.

Batch Recode

Batch Recode enables you to update a single field across many existing entries simultaneously. This function is especially helpful when correcting categorization mistakes or standardizing entries quickly.

Batch Delete

Batch Delete provides the ability to eliminate multiple entries simultaneously. This feature is essential when you need to quickly remove incorrect or redundant information from your records.

Batch View

Batch View lets you view or print multiple entries in a single action. This feature simplifies processes like comprehensive auditing or sharing records externally.

GUID Identifiers

When using Batch Create or Batch Update operations, certain fields might require GUID identifiers formatted as:

xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

If preferred, you can substitute the Code of the object instead of the GUID identifier, wherever applicable.