http://m.getsatisfaction.com/topics/7803440 Mass edit report - Customer Status 2018-10-12T16:18:28Z 2018-10-11T16:41:21Z 7803440 http://m.getsatisfaction.com/topics/7803440 7803440 Mass edit report - Customer Status 2018-10-12T16:18:28Z 2018-10-11T16:41:21Z Jo Massie http://m.getsatisfaction.com/people/9816474 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11333407/photo_medium.jpg jo_massie I need to update the status for around 150 customers but the best way I can find to do this right now is manually.&nbsp;<br /><br />We've exported the clients for review in order to go through and decide which need to be changed. It would be great if we could just import this back into Gainsight to make the change instead of having to build a rule or do it manually.&nbsp; problem shout_out_worthy shout_out_worthy complete 4 3 2 comment http://m.getsatisfaction.com/topics/7803440/replies/19799625 http://m.getsatisfaction.com/topics/7803440 19799625 Sagan Sherlin responded to "Mass edit report - Customer Status" 2018-10-11T17:24:43Z 2018-10-11T17:24:43Z Sagan Sherlin http://m.getsatisfaction.com/people/9511694 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221250/264DeathbyCat5-m_medium.jpg sagan_sherlin Hi Jo - Are you looking to change the Customer Status on the Account, or the Status of the Customers CTA?&nbsp; <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><i alt="" name="" rel="" target="" title="" type="" value="">Status of the CTA can be done by Mass Edit, while Status of the Account can be handled by the Rules Engine.&nbsp;</i><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />There is a way to Mass Import - but it depends on your configuration setup.<br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7803440/replies/19799636 http://m.getsatisfaction.com/topics/7803440 19799636 Jo Massie responded to "Mass edit report - Customer Status" 2018-10-11T17:32:02Z 2018-10-11T17:32:02Z Jo Massie http://m.getsatisfaction.com/people/9816474 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11333407/photo_medium.jpg jo_massie Hi Sagan!&nbsp;Thanks for your reply. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I'm trying to update the Status of an Account but they won't be updated by any set logic. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />More these XX customers that I specify need to have their status changed from Y to Z.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I had a chat with support and seems like to do it through the Rules Engine would actually be more complicated and difficult than doing it manually. Because in the rule, I'd need to do it for each account ID. If you know a way, then I'd love to hear it! 1 http://m.getsatisfaction.com/topics/7803440/replies/19801170 http://m.getsatisfaction.com/topics/7803440 19801170 Dan Ahrens responded to "Mass edit report - Customer Status" 2018-10-12T15:55:04Z 2018-10-12T15:55:04Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Jo,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />You could do this via a single rule where you upload the CSV file to your <a alt="" href="https://support.gainsight.com/Connectors/File-Based_Integration/Gainsight_S3_Connector#How_to_Use_Cyberduck_Tool" name="" rel="nofollow" target="" title="" type="" value="">Gainsight provided S3 bucket</a>, <a alt="" href="https://support.gainsight.com/Rules_Engine/Admin_Guides/S3_Dataset_Task_in_Bionic_Rules" name="" rel="nofollow" target="" title="Link httpssupportgainsightcomRules_EngineAdmin_GuidesS3_Dataset_Task_in_Bionic_Rules" type="" value="">import the CSV</a> file and <a alt="" href="https://support.gainsight.com/Rules_Engine/Admin_Guides/Use_Rules_to_Load_to_SFDC_Object_or_Gainsight_Object" name="" rel="nofollow" target="" title="Link httpssupportgainsightcomRules_EngineAdmin_GuidesUse_Rules_to_Load_to_SFDC_Object_or_Gainsight_Object" type="" value="">upsert to the Account record</a>.&nbsp; 0 http://m.getsatisfaction.com/topics/7803440/replies/19801213 http://m.getsatisfaction.com/topics/7803440/replies/19799636 19801213 Sagan Sherlin responded to "Mass edit report - Customer Status" 2018-10-12T16:18:28Z 2018-10-12T16:18:28Z Sagan Sherlin http://m.getsatisfaction.com/people/9511694 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221250/264DeathbyCat5-m_medium.jpg sagan_sherlin If the accounts don't have anything in Common - then pulling the ID into a rule is what you'd have to do.&nbsp; Unless - you can creating a report and widdle down to only the accounts you are after - then use Dan's suggest below to bulk change them.&nbsp; <br /><br />I actually do both ways, through the Rules Engine (if I can find something in Common), and by bulk updating by way of CSV. 0