Need to update many records at once? Upload a CSV with an identifier column plus the fields to change. The importer matches records by identifier, applies updates, and logs every change.
When to use bulk update
Cleanup after a data audit, bulk recategorization following a tier change, importing manual research, or applying corrections from an external system. The pattern is: you have a list of records and a known change to make to each.
Preparing the CSV
First column: a unique identifier turgo can match against (email for people, primary domain for companies, Salesforce ID for either). Subsequent columns: the fields you want to change, with the new values. Leave existing-good fields out of the CSV entirely — only include what's changing.
Running the import
Data → Import → Bulk Update → upload CSV. Map the identifier column, then map each value column to its canonical field. Set Update Behavior: replace existing values, fill empty only, or append (for multi-value fields).
Preview before commit
Click Test → the importer matches your CSV against existing records and shows the proposed changes for the first 50 rows. Review for surprises. Common ones: the identifier doesn't match because of formatting (extra spaces, case differences), or fields mapped to the wrong canonical field.
Commit and audit
Once the preview looks right, click Commit. Updates apply in batches. Every change is logged with your user as the source. Reverting is possible per-record but tedious for bulk; preview discipline matters more than reversibility.
