Bulk Operations
Efficiently Manage Multiple Records
Sometimes you need to edit multiple records at once - changing statuses, assigning owners, or updating a date. Kinabase’s Bulk Operations features can handle this quickly, saving you from repetitive manual updates.
Your ability to view, edit, or bulk-edit records depends on your role’s permissions. For details on assigning or fine-tuning permissions—down to specific collections or fields—see our Roles & Permissions guide.
1. Selecting Multiple Records
1. Open Your Collection
- From the sidebar, pick the relevant collection.
2. Check the Boxes
- Next to each record, tick the box on the left.
- Select as many as needed.
3. Right Click → 'Edit Multiple'
- Or, some versions let you click a 'Bulk Edit' button once multiple records are selected.
2. Bulk Editing Fields
1. Edit Window
- A pop-up appears listing all fields.
- Fields displaying 'Multiple Values' means the selected records currently have different entries for that field.
2. Adjust Only Desired Fields
- Click the pencil icon next to a field to overwrite all selected records with one new value.
- Leave other fields untouched if you do not want them changed.
3. Save
- Click Save to confirm.
- Kinabase applies your changes to every selected record simultaneously.
If you made a mistake, you can Restore Deleted Records or revert changes from a backup CSV if necessary.
3. Bulk Deleting
1. Select Records
- Check the boxes next to the records you want to remove.
2. Click '⋯' → 'Delete'
- Confirm the deletion. The records move to Recently Deleted for 30 days.
3. Restore or Permanently Remove
- Go to … → Recently Deleted within the collection to restore or permanently delete them.
4. Bulk Import & Export
- Importing: Use a CSV file to add or update many records at once.
- Exporting: Download multiple records as CSV for backups or offline editing.
Details: See our Importing & Exporting Data guide for advanced usage.
Bulk editing records can save lots of time and effort for your team. Whether you are updating a completion date across project phases, logging multiple deliveries at once or deleting legacy components from your inventory - bulk editing can be very useful, ultimately reducing the amount of clicks you need to make.
If you have questions, reach out to your System Admin or our Support Team.