Bulk edit Records

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Bulk edit allows you to make changes to several records at one time. For example, if you need to added a new field to Copper and want to update existing records with the value, or maybe you changed your email and need to reassign records to the new email. Bulk edit removes the need to update or edit records individually.

The bulk edit capabilities let you do the following:

Bulk edit detail fields on records

Bulk merge records

Bulk relate records

Bulk email your contacts

Export a bulk list

Bulk delete your records

Bulk edit detail fields on records

Available for: Leads, people, companies, opportunities, projects or tasks.

When you bulk edit a record, you can change any of the detail fields on that set of records. Not sure what a detail field is? It's any field that appears in the left-hand column of a record:

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Important: Once you update, it can not be undone. Be wary of changing Text Fields. 

Check out the screencast below and/or follow the instructions to bulk edit your records:

 To bulk edit your records:

  1. Sign into your Copper account and select the record type (leads, people, companies, opportunities, projects and tasks) you'd like to edit.
  2. Check the box to the left of each record you'd like to update.
  3. Select the bulk editing pen icon across the top of the list.
  4. Make your change(s) to the field(s) in questions.
  5. Click the blue 'Update' button to save your changes.

Bulk merge records

Available for: Leads, people and company records

If a customer emails you from two different addresses, or if multiple users add the same contact to your account, you may need to bulk merge these contact records to keep things clean and manageable.

Important: Once you merge records, it can not be undone. 

You can bulk merge your lead, person and company records. Follow the instructions below to do this:

  1. Sign into your Copper account and select the record type (leads, people, companies, opportunities, projects and tasks) you'd like to edit.
  2. Check the box to the left of each record you'd like to update.
  3. Select the merge icon at the top of the list: Merge.png
  4. In the pop-up window that appears, choose which field values will show up on the remaining record once the bulk merge is done: BE2.png
  5. Click 'Finish Merge' when you're ready to complete the merge.

Bulk relate records

Available for: People, Companies, Opportunities or Projects

On the right-hand column of a record, you can see the other record types that can be related to it:Related.png

You can bulk relate a list of people, companies, opportunities or projects to any other Copper record that's available as a related field for the record type. In the example of a person record, you can see in the image above that a person record can be related to an opportunity, task or project. So you can relate a bulk list of people to an opportunity, task or project.

  1. Sign into your Copper account and select the record type (people, companies, opportunities or projects) you'd like to edit.
  2. Check the box to the left of each record you'd like to update.
  3. Click the 'Add Relationship' icon. For some record types, this will be right across the top of the list of records. For others, you may have to click the three vertical dots icon to access it: Relate.png
  4. In the pop-up window that appears, search for relatable records. You can click 'Add Another Related Item' to continue adding more:BE6.png
  5. Click 'Save' when you're finished.

Bulk email your contacts

Bulk emailing is a great feature for mass communication.

If you want to send emails to your Copper contacts in bulk from within our app, check out our 'Bulk Send Emails' article.

If you'd prefer to take mass emailing one step further with a marketing campaign or sales drip campaign, check out our bulk email integrations.

Export a bulk list

You can export a filtered list of records if you need this data in a CSV format. Check out our 'Export Data from Copper' article for the details.

Bulk delete records

By default, Admins and Users can bulk delete records. If you want to restrict this function to only let Admins bulk delete records, please submit a ticket to our support team with the request. 

  1. Sign into Copper.
  2. Click the record type you want to bulk delete records from.
  3. Check boxes to the left of each record you want to delete.
  4. Across the top of the list, click the three vertical lines, and choose the option to 'Delete.' Relate.png
  5. You'll see a pop-up window asking you to reconfirm you want to delete these records. Click 'Delete.'

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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