Equinox Corporate Plus

In addition to list view editing, Equinox Corporate+ offers a powerful way to update large volumes of data at once using the Import Tool. This is especially useful for updating records such as patents, invoices, or trademark cases, particularly when working with large datasets.

When to Use the Import Tool

Use the Import Tool when:

• You need to update more than 200 records at once
• You already have your data changes organized in a spreadsheet
• The fields you're updating are not editable directly from list views

Step-by-Step: How to Bulk Edit Records Using the Import Tool

1. Export Existing Data

Export the records you want to update so you can get the required Record IDs.

1. Use a report or list view to export the relevant records.
2. Ensure the Record ID column is included in the export.
3. Save the file as a CSV.

2. Prepare Your CSV File

Open the CSV file in Excel or another spreadsheet editor and make your updates. Be sure to:

• Keep the Record ID unchanged
• Only modify the fields you wish to update (e.g., Status, Due Date)
• Leave column headers exactly as they appear in Equinox Corporate+

3. Access the Data Import Wizard

In Equinox Corporate+, open the import function.

4. Select the Object to Update

Choose the object you're updating (e.g., Patents, Invoices).

• Select the option to Update Existing Records
• Upload your edited CSV file

5. Map Fields

Review and confirm the field mappings:

• Ensure the Record ID column maps to the system Record ID
• Verify other fields (e.g., Status, Invoice Amount) are mapped to their correct fields in Equinox Corporate+

6. Start the Import

Review your import settings, then click Start Import to begin the update process.

7. Review Results

Once the import completes, you'll receive a confirmation message. You can also check the status and details of the import in the Bulk Data Load Jobs section under Setup.

Tips and Best Practices

• Test first: Start with a small batch of records to confirm everything updates correctly.
• Keep Record IDs intact: These are required to update existing records.
• Save a backup: Always keep a copy of your original data before making mass changes.
• Need help? Contact your Equinox Corporate+ administrator if you’re unsure which fields are editable.