Mass Save Bulk Updater Instructions

To bulk update multiple Mass Save OIT forms at once, you can use the Mass Save Bulk Updater feature. To do so ,select the projects you want to update from the Project List. Then, click Batch Actions, and select the Mass Save Bulk Updater. Follow the instructions in the app to download the template file.

Populate this template with the information you wish to update.. Please note, if a field is left blank, no change will be made. The bulk updater can add or replace data, but it cannot delete data.

In order for the updater to correctly understand dates and zip codes, please format all cells in the spreadsheet as Text. To do this in Excel, press Ctrl+a to select every cell in the spreadsheet, then use the Number Format menu to change the format from General to Text(See attached Gif)

Once you have finished inputting the data you wish to update, reupload the spreadsheet and the changes from the spreadsheet will be reflected on the app.