Bulk Updating Client Companies

Discovery allows you to update multiple client companies at once using a CSV file. This is helpful when you need to correct or change information across many companies instead of editing them one at a time.

For more information on bulk updates, please refer to our bulk updates overview.

Overview

Bulk updating client companies is a two-part process:

  1. Export existing client company data from Discovery.
  2. Edit the file and upload it using the Bulk Imports tool.

Step 1: Export Client Companies

Before you can update client companies, you must export them from Discovery.

How to Export

  1. Go to Client Companies
  2. Use filters if you only want to export certain companies.
  3. Click Export to CSV
  4. Save the file to your computer.

Step 2: Edit the File

Open the exported file in Excel.

You can update certain fields. Some fields are required. Some fields must not be changed.

Required Fields

These fields must remain in the file.

id**

  • Generated by Discovery when the client company is created.
  • This tells Discovery which company to update.
  • Do NOT edit this value.

name

  • The client company name.
  • This field can be edited.

status

Accepted values:

  • Active
  • Prospect
  • Terminated

Optional Fields

These fields can be updated if needed.

account_representative_employee_id**

  • The unique ID for the assigned account representative.

    You can find this ID in:

    • Settings → Employees
  • Must be entered as the employee’s Discovery UUID.

Fields That Must Be Removed

Before uploading the file, delete these columns completely:

  • number_of_locations
  • number_of_active_services
  • number_of_open_incidents

If these fields remain in the file, the upload will fail.

Step 3: Save the File*

When you finish making updates:

  1. Save the file as:

    client_companies.csv

  2. Make sure the file format is CSV.

Step 4: Upload the File

  1. Go to Settings

    Select Bulk Imports

    Click New

    Choose:

    • Replace Existing as the type.
  2. Upload your client_companies.csv* file.
  3. Start the bulk update.

Tips for Success

✅ Do not edit the id column

✅ Remove restricted columns before uploading

✅ Make sure status values match the accepted options exactly

✅ Save the file as CSV format

Common Use Cases

  • Updating client company names
  • Assigning or changing account representatives
  • Updating company status

*Import file name and its column headers cannot be edited.


**When any ID field is required (_id), this indicates an ID that is generated and assigned by Discovery to a unique entity. You'll need to retrieve these ID's from Discovery. The general method to retrieve ID's in bulk is through a Custom Report. Please see the Export ID's with Custom Reports article covering how to generate a Custom Report to retrieve specific entity ID's.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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