The Data Loader utility is an Enterprise-level feature that streamlines large-scale imports, making it perfect for updating hundreds of employees or locations with just a few clicks. It can be used independently by Enterprise subscribers after learning the system setup and terminology.
Access Note: If you are a non-Enterprise user, you can review these steps to understand the feature, but you will need to contact your Customer Success Manager (CSM) to explore platform access or discuss data alternatives.
To Update Information
Click the dropdown chevron next to Administration on the left navigation panel.
Click Data Loader.
Select the appropriate item type from the Object dropdown menu, such as Classes, Employees, or Locations.
Click Export to download a .csv file populated with your existing database information.
Open your downloaded .csv file to review the automatically generated column headers identifying Required or Optional information.
Modify the specific data fields you want to change, such as updating tool numbers or changing employee email addresses.
For any column header ending in "Id" (such as LocationId or StockLocationId), replace the standard text name or number with an exact GUID (Global Unique Identifier) string pulled directly from your production database.
Check your modified data fields to ensure your spreadsheet editor has not dropped leading zeros (turning 001 into 1) or altered date values into raw numbers.
Save and close the completed .csv file without rearranging the default column order.
Click Update.
Select your modified file from the system popup window and click Open to complete the bulk update.
Critical Data Loader Formatting Rules
Working with .csv Files
Data loader files must always be saved in the .csv format; any other file types will fail to import into the system.
Excel and standard spreadsheet programs often drop leading zeros (turning 001 into 1) or convert dates into raw numeric values. Always review the raw data for these errors before executing an update.
Column headers identify whether a field is Required or Optional. The default column order cannot be rearranged under any circumstances, though you may delete optional columns that you are not actively using.
Understanding GUID Values
A GUID is a unique string of letters and numbers that represents a precise, non-modifiable asset or place in your database.
Instead of using a text field like a location name or location number, you must export your data first and copy the exact alphanumeric GUID string into your update sheet.
Important: A GUID value generated inside a sandbox environment is completely meaningless in your production database. Always pull GUIDs directly from the environment you are updating.