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Batch Operations

BatchOperations in Manager.io allow you to create, update, delete, recode, and view entries in bulk. This function is available across many screens in Manager.io, enabling efficient management of large amounts of data.

To access BatchOperations, click on the BatchOperations button located in the bottom-right corner of the relevant screen.

Batch Operations

BatchCreate

BatchCreate is used to create multiple entries at once. This feature is particularly useful when you need to add a large number of entries efficiently.

Steps to use BatchCreate:

  1. Access BatchCreate: Click the BatchOperations button and select BatchCreate.
  2. Copy Template: In the BatchCreate screen, click the Copy to clipboard button to copy the template columns.
  3. Paste into Spreadsheet: Paste the copied columns into your spreadsheet program (e.g., Excel, Google Sheets).
  4. Fill in Data: Enter the data for your new entries in the spreadsheet.
  5. Copy Data: Once your data is prepared, copy it from the spreadsheet.
  6. Paste into Manager.io: Paste the copied data into the text field provided in the BatchCreate screen.
  7. Proceed to Next Step: Click the Next button.
  8. Review Entries: Review the entries that Manager.io will import to ensure accuracy.
  9. Complete BatchCreate: Click the BatchCreate button to finalize the process.

Tip: Preparing your data correctly in the spreadsheet is crucial. If you're unsure about the format, consider creating a few sample entries directly in Manager.io first. Then, use the BatchUpdate function to export and examine how these entries are structured in the spreadsheet. This will provide a template for your data.

BatchUpdate

BatchUpdate allows you to modify multiple existing entries simultaneously, saving time and effort.

Steps to use BatchUpdate:

  1. Access BatchUpdate: Click the BatchOperations button and select BatchUpdate.
  2. Copy Current Data: Click the Copy to clipboard button to copy the data of the entries you wish to update.
  3. Paste into Spreadsheet: Paste the data into your spreadsheet program.
  4. Modify Data: Make the necessary changes to your entries within the spreadsheet.
  5. Copy Updated Data: After editing, copy the updated data from the spreadsheet.
  6. Paste into Manager.io: Paste the modified data back into the text field in the BatchUpdate screen.
  7. Proceed to Next Step: Click the Next button.
  8. Review Changes: Review the changes that Manager.io will apply to ensure they are correct.
  9. Complete BatchUpdate: Click the BatchUpdate button to apply the updates.

BatchRecode

BatchRecode is used to update a single field across multiple entries at once. This is particularly useful for changing a common attribute shared by many entries.

Steps to use BatchRecode:

  1. Access BatchRecode: Click the BatchOperations button and select BatchRecode.
  2. Select Field: Choose the field you want to update across multiple entries.
  3. Choose New Value: Select the new value you wish to apply to the selected entries.
  4. Confirm Changes: Review and confirm the changes to ensure they are accurate.
  5. Complete BatchRecode: Click the appropriate button to apply the changes.

BatchDelete

BatchDelete enables you to delete multiple entries simultaneously, which is beneficial when you need to remove large amounts of data quickly.

Steps to use BatchDelete:

  1. Access BatchDelete: Click the BatchOperations button and select BatchDelete.
  2. Select Entries: Choose the entries you wish to delete. This might involve selecting them from a list or specifying criteria.
  3. Confirm Deletion: Carefully review the selected entries to avoid unintentional data loss.
  4. Complete BatchDelete: Click the BatchDelete button to delete the selected entries.

Warning: Deleting entries is irreversible. Ensure you have backups or have confirmed that the data is no longer needed before proceeding.

BatchView

BatchView allows you to view multiple entries at once. This feature is useful for reviewing or printing several entries simultaneously.

Steps to use BatchView:

  1. Access BatchView: Click the BatchOperations button and select BatchView.
  2. View Entries: The selected entries will be displayed for review.
  3. Print or Export (Optional): If needed, you can print or export the displayed entries for external use.

Important Notes:

  • Data Backup: Before performing batch operations, especially updates or deletions, it's advisable to back up your data.
  • Data Integrity: Ensure that the data you're importing or updating does not violate any data integrity rules within Manager.io.
  • Testing: For complex batch operations, consider testing the process with a small number of entries first to ensure the outcome is as expected.

By utilizing BatchOperations, you can significantly streamline data management tasks within Manager.io, enhancing efficiency and productivity.