by Joe Zhou

At BTerrell Group, we have a few experienced consultants who specialize in Intacct implementations.  Migrating client’s data from another ERP system to Intacct is a big part of the implementation process. However, it can be cumbersome and error prone. Over time our CodePartners division developed some useful tools that help our consultants overcome these obstacles in their implementation tasks and make their life easier. Mass Update is one of the tools I want to show you in this article.

Currently there are only three options when it comes to updating records on a large scale. All three options are either time consuming or unpractical for a consultant. You will agree with me on how easy it is to use CodePartners’s tool to accomplish the mass update compared to these three options.

1.       Find all the records in Intacct and update them individually.

2.       Delete all the records and reload them again.

3.       Write your own Intacct update API statement and execute it using Intacct Chrome test tool. This requires Intacct API knowledge.

Figure 1. Existing available tools

First of all, the tool provides a powerful query builder to allow you to find all the records you want to update. In the example below, I query against Employee object and retrieve all the employees who started later than 07/01/2009. As you can see from Figure 2, all employees that meet the criteria have the same title “Developer”. Then I pick two records from the results because I only want to update them with a new title “Sr. Developer.” I pick the field I want to update from the dropdown menu and provide a new value. When I click the Update Selected button, it dynamically builds the update request for me and executes it in Intacct via Intacct API. When I query again using the same criteria, you notice the title field for both selected records has been updated. There is no limit on how many records can be updated at the same time as long as Intacct doesn’t timeout.

There you have it. I hope you find this tool useful. If you would like to see a demo, please contact us at info@codepartners.com.

Figure 2. Records before update

Figure 3. Records after update