If you have a lot of records that are at the wrong status or you need to update the status, you may benefit from using the Dataloader to make these changes in bulk.
Currently you can update the status of:
Relationships
Opportunities
Quotes
You will need to prepare a CSV containing all of the records you need to update, this can be pulled from your Reports within Accelerate. The CSV you will need to prepare will have 3 columns:
OBJECT_TYPE | OBJECT_ID | STATUS |
Relationship | 123456 | Lost |
Opportunity | 987654 | Closed Lost |
OBJECT_TYPE: will be the type of record you want to update (Relationship, Opportunity or Quote).
OBJECT_ID: is the reference of the record within Accelerate.
STATUS: is the name of the status you want to move the record to.
The STATUS column must be formatted exactly as it appears in Accelerate. For example, if the required status is Closed Lost, you must format this column with the same capital letters, spacing etc.
Once you have prepared your CSV, go to https://dataloader.quotevineapp.com and login with your Accelerate credentials.
Select 'Status Update' as the Data Type, click 'Next'.
Choose who to notify after the upload.
Select the file you wish to upload and click 'Upload'.
A preview of the data uploaded from the file will be presented.
Clicking “Confirm” will begin transferring the data to the new statuses.
Click below for detailed instructions.