Making Mass Changes in Security + Settings

You can make mass updates or delete records in bulk in each of Rhythm's apps using segmenting filters. If you want to update all records, records by specific IDs, using an expression, or using a file - Security + Settings is the place to go.

MASS UPDATES

1. Navigate to the Security + Settings app.
2. In the left toolbar, select Mass Updates.
3. To begin, select which records you'd like to update by selecting the Application and the Service.
   

   Helpful hint: The Service section helps us to narrow the fields available for updates. For example, if you wanted to update contact records you would select the Contacts + Organizations application and the Contact service. If you wanted to update all of your membership packages you would select the Membership application and the Packages service.  If you are unsure what application or service a specific field is in, visit Rhythm's Data Dictionary.

4. Determine which records should be updated:
   • All Records: This will include all of the records in the target table.
   • IDs: When this option is selected, you will be prompted to provide a list of record IDs that should be included in the update.
     

     Helpful hint: Remember to provide the ID of the record within the app you are trying to update. While on the record's app-specific profile, open the Contact/Organization Options dropdown menu and click Copy ID to Clipboard.

   • Expression: Enter an expression to filter records that should be updated.
   • File: Upload a file listing records that should be updated. If you choose to upload a file, there are a few steps you need to take to successfully complete the operation:
     • The file must be in .XLSX or .CSV format and include a header.
     • Label the first column "ID" and include the IDs of the records you want to update.
     • Label the second column the name of the field you wish to update and include the ID of the field value. For example, if you are updating the contact roles for many people, Contact Roles would be the column header, and the ID of the contact role should be listed in the rows.
5. After you have identified which records to update, click the Next button to tell the system what the new value should be.
6. If you selected the All Records or IDs option, you will select which built-in or custom fields you want to update. All of the fields you select will appear on the right under Selected Fields. Once you have selected the necessary fields, click Next. On the next screen, update the fields accordingly and click Next.
7. If you selected the File Upload option, map the column to the correct area you want to update. If you were updating several contacts' contact roles, you would map the Contact Roles column to Contact Roles.
8. On the Preview and Confirm the Results page, download the preview of the proposed mass update. Any time you make mass updates to the platform, we ask you to inspect the preview to ensure you're achieving the desired results.
9. Once you have reviewed the changes, select the checkbox to proceed.
10. Optionally, you can choose to receive an email with the results of your changes. Please note this information is also provided after the updates have been made.
11. Click the Update Records button.
12. Once the operation is complete, you will see which updates were successful as well as any possible errors.

    Helpful hint: If you receive errors, please download the results. If there is an error that you are unable to resolve, this information will help our support team best assist you!

MASS DELETE

1. Navigate to the Security + Settings app.
2. In the left toolbar, select Mass Delete.
3. To begin, select which records you'd like to delete by selecting the Application and the Service.
   

   Helpful hint: The Service section helps us to narrow the fields available for deletion. For example, if you wanted to delete contact records you would select the Contacts + Organizations application and the Contact service. If you wanted to delete all of your membership packages you would select the Membership application and the Packages service.  If you are unsure what application or service a specific field is in, visit Rhythm's Data Dictionary.

4. Determine which records should be deleted:
   • All Records: This will include all of the records in the target table.
   • IDs: When this option is selected, you will be prompted to provide a list of record IDs that should be included in the update.
     

     Helpful hint: Remember to provide the ID of the record within the app you are trying to update. While on the record's app-specific profile, open the Contact/Organization Options dropdown menu and click Copy ID to Clipboard.

   • Expression: Enter an expression to filter records that should be updated.
   • File: Upload a file listing records that should be updated. If you choose to upload a file, there are a few steps you need to take to successfully complete the operation:
     • The file must be in .XLSX or .CSV format and include a header.
     • Label the first column "ID" and include the IDs of the records you want to delete.
5. Click the Next button.
6. On the Preview and Confirm the Results page, download the preview of the proposed mass deletion. Any time you make mass updates to the platform, we ask you to inspect the preview to ensure you're achieving the desired results.
7. Once you have reviewed the changes, select the checkbox to proceed.
8. Optionally, you can choose to receive an email with the results of your changes. Please note this information is also provided after the updates have been made.
9. Click the Delete Records button.
10. Once the operation is complete, you will see which updates were successful as well as any possible errors.

    Helpful hint: If you receive errors, please download the results. If there is an error that you are unable to resolve, this information will help our support team best assist you!