Edit records in Sheets

Turn a record list into a spreadsheet, edit in bulk and push the changes back to your records.

Open a record type as a spreadsheet to edit many records quickly, then push the changes back.

Before you start: You need access to the Sheets app as well as the record permissions you would need to edit those records. Changes are written back under your own permissions.

Steps

1. Open the record type's list.
2. Click Edit in Sheets.
3. Wait for the workbook to open. It is named after the type, for example Customers records.
4. Edit cells in the grid.
5. Click Push to records in the top bar to write the changes back.

After pushing you see a summary such as Updated 12 · created 3. If some rows fail it adds the first problem and its row number.

What happens

• The tab is linked to the record type. Each row is a record. Rows with an ID update that record. A row with no ID creates a new record, and its ID is filled in afterwards.
• Small edits can also reach the records as you type. For bigger changes, such as a large paste, use Push to records.
• Empty cells are left out when pushing, so pushing cannot clear a value. Clear values on the record form.
• Value rules are the same as for CSV import. See Import records from CSV.
• A very large type exports its first 10,000 records only. A message warns you: Large data set — first 10,000 records exported.

Fix data quality problems

The same button is offered on a data quality problem as Fix in Sheets. See Data quality.

For the full details of the Sheets app see Sheets.