How to Bulk Edit in Infoplus

Use Infoplus' Bulk Edit action to make changes or updates to tens or hundreds of records simultaneously.

Important Note: Only bulk edit in batches of 500 or less. If you select a batch larger than 500, you will see significant system slow-downs.

Best practice is to perform large bulk edits and/or loads outside of peak business hours

Bulk Editing Invoice Worksheets

Please be aware that when bulk editing invoice worksheets with more than 20 lines, there's a known issue that can result in the loss of invoice worksheet lines beyond the 20th line.

We're working on a solution to address this issue. In the meantime, we recommend avoiding bulk editing invoice worksheets with more than 20 lines to prevent data loss.

How to Use Bulk Edit

Depending upon the table, you can edit multiple records at once using the Bulk Edit action.

Access the table containing the records you want to edit.
Select the records you want to edit by clicking the checkbox next to each record.
NOTE: You can select all records that are displayed by clicking the checkbox in the upper left corner:

If the list of records exceeds the page limit (i.e., 20 records), a message will appear at the top indicating that you have only selected the records on this page and a link allows you to select all records.
From the Actions drop-down menu, select Bulk Edit. The Edit Values step in the Bulk Edit process appears and the fields available for editing display on the screen.
Make the necessary edits.
Click Next at the bottom of the window.
Review the resulting records, and if correct, click Next. The records will be edited.
Click Done to return to the table.