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sudhanshu_sabharwal
Sudhanshu Sabharwal
July 30, 2024

How to Manage Communities

  • July 30, 2024
  • 0 replies
  • 27 views

Hi @YarivZur,

how can I use this to update the existing records -- You have the ability to export the data from accounts explorer (refer the below screenshot)

 

Do I need to first extract the existing accounts to a CSV, update it offline and then upload? --
Yes, you can do this using the data loader.
https://support.gainsight.com/PX/API/08Gainsight_PX_Data_Loader
 

 I already have lots of accounts populated and I dont want to delete them, just update a certain field -

Never bother about deleting the data, you can update the certain field using the csv with Id as identifier using the dataloader.

Any Resources?

A small video recording that will assist you on achieving your ask

 

A quick video on how to configure your PX data loader.

https://community.gainsight.com/px-discussions-22/px-data-loader-a-quick-how-to-use-video-36001

 

Thanks

Dileep Nalla