Infoborders CM provides a solution for organization batch update. This solution utilized an Excel file that contain a list of organization and/or persons that need to be update. See an attached file as example.
To perform a batch update please follow the following instructions -
- Login to the portal as Site Administrator. For security batch update functionality is limited to site administrators, hub admins do not have access.
- On the portal menu select Batch Update located under Super Admin menu option.
- Upload the excel file (see details on creating the excel file Excel Batch File).
- Once added, batch will appear in section “Previous batches” showing it Completed (Yes/No) status, and completion (Completed Record/Total Records):
- By clicking view button, you can drill through to batch processing report, which is sorted in order of excel file, and status for processing each record: