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Gipper Touch: Records & CSV Uploads

  • Updated

You can quickly bulk edit records in your Touch Records list by uploading a CSV file. This method is especially helpful when updating large sets of data at once.

 

This feature is available for:

  • Gipper Touch

 

Table of Contents

 

Rather watch than read? Check out the video walkthrough.

 

Access the Bulk Edit Section

  1. Open your Records List.
  2. Click Bulk Edit Records in the top left corner.
  3. In the pop-up window, select Upload Spreadsheet in the top right corner.
     

 Download an Editable Template (Optional but Recommended)

When you click Upload Spreadsheet, you’ll see:

  • An example of the required spreadsheet format.
  • A downloadable template CSV you can use to ensure your data is formatted correctly.
     

Gipper Tip!

  • Using the downloadable template helps prevent formatting issues during import.
     

 

 Prepare Your CSV File

Double check that your spreadsheet:

  • Is formatted according to the provided example/template.
  • Is saved as a CSV file.
     

Gipper Tip!

  • If you’re uploading your own spreadsheet, please just double check the formatting to ensure it’s compatible!
     

Upload Your Spreadsheet

  1. Click Upload Spreadsheet.
  2. Choose how you want the data applied:
    • Add to Existing Data: uploads the new information to what’s already in your records list.
      • Use this if you’ve manually entered some data already and only want to add more.
    • Overwrite Existing Data: Replaces all current data in the records list with the contents of your CSV.
  3. Select your CSV file from your computer.
  4. Click Done to load the data.
  5. After reviewing, click Done again to finalize the update.
     

Your Touch Records list will now reflect the information from your CSV file.

 

Thank you for reading! If you have any questions, please contact our team by emailing support@gogipper.com or calling (929) 207-8459.

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