Select records in a list and update them together, like marking quotes as sent or giving tasks a new due date. Export the list on your screen to Excel, and import your contacts and products from Excel too.
Runs in your browser. In the cloud or on your own server, it's the same IWB.
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You don't have to filter the list again in Excel. The Excel (.xlsx) or CSV file you download includes every record that matches the list's filters and search. A field hidden for your role doesn't appear in the file as a column either.
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You don't have to re-enter your contacts and products record by record. IWB checks your Excel (.xlsx) or CSV file without saving it, showing how many records are new or updated, and which rows failed and why. When you confirm, the same file is imported and failed rows are skipped.
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Bulk actions on tasks and sales documents follow the same rules as editing each record by itself. Records that don't pass are skipped while the rest go through, and for tasks, "Details" in the notification shows each reason. "Undo" in the same notification reverts a task priority change or a removed tag.
04Details
Right-click a row to open that record's actions, like "Convert to order" or "Assign sales rep." The page background has "Refresh" and "Select all."
In a task list, J and K move between rows, X selects, and Enter opens. Press ? to see the list of shortcuts.
When you change the priority of several tasks or remove a label, the result notice has an Undo button. Old values go back only to the tasks that actually changed.
Import tasks from Excel into the list you choose. They take on that list's visibility rule.
"Download template" in the import dialog gives you a file with the headers IWB expects.
Custom field columns in contact and product files are read on import too, matched by the field's name.
If your role hides a field, its value isn't written on import. For an ordinary field, the rest of the row is imported with a warning. For a sensitive field like the tax ID, the row is rejected with its reason.
Import opening balances for customer and vendor accounts, carried-over checks and promissory notes, and fixed assets with accumulated depreciation from Excel.
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Lists like quotes, orders, and invoices export up to 10,000 rows per file, and contact and product lists up to 20,000. If the record count is over the limit, no partial file is created and you're asked to narrow it with a filter. A contact, product, or task import file can hold up to 5,000 rows, so you split a larger file into parts.
IWB recognizes columns by their header names, and for contact and product files it also accepts names common in Logo and Mikro. For task and tender imports, headers that will be ignored are listed before the preview. If the headers don't match, try again with the file from "Download template."
In sales, task, and approval lists, a selection covers the page you're viewing and clears when the page or filter changes. That way, a record you can't see on screen doesn't end up in a bulk action. To work on more records together, set the page size to 100.
In your approval inbox, you approve documents together and reject them individually. You can add a reason to each, and it stays on that document's approval trail. In the quote list, you can mark selected sent quotes as "Declined" together.
Export has its own switch in role settings ("Can export"). Importing contacts and products comes with each module's "Full access" level, and users who can create tasks can import them. In lists like quotes, orders, and invoices, users without export permission don't see the "Export" button. In contact and product lists, "Import" only appears for users with import permission.