Bulk updates allow you to update multiple records—across registrations, exhibitors, or sessions—in a single action. This tool is ideal for applying the same change to many records efficiently, saving time and reducing manual entry errors.
How do I perform a bulk update?
Run an Advanced Report to narrow down the list of records to update.
In the report results, click the Bulk update button in the top-right corner.
Select records to update:
To select all records, check the box in the gray navigation bar
To select some, check each record individually
Click Next
Step 1: Choose fields to update
Check the box next to the field you want to update
Enter the new value in the field beside it
Click Next
Step 2: Review and confirm
The Bulk update confirmation page appears, showing:
Record selection: Number of records chosen
Field update summary: Fields and new values to apply
Click Confirm to apply the updates.
Step 3: Review the results
Once confirmed, the system displays:
Bulk update summary: Total selected, successfully updated, and failed records
Error records: List of failed records with error messages
Update detail: Option to revise and re-run the update
How do I re-run or edit a bulk update?
Click Re-run this update on all records
To change the record list, click the Change link in the Record selection section
To change updated fields or values, click the Change link in the Field update summary
After editing, click Next, then Confirm to apply changes
Where can I find completed bulk updates?
A record of completed updates is available in the Bulk update summary report:
Go to: Setup > General > Bulk Update Summary
Bulk updates streamline large-scale data changes across multiple records, providing a quick and efficient way to apply consistent updates. With options to review, re-run, or revise updates, this tool ensures both flexibility and control.