Skip to content
Request a demo

Configurability product tour video

Entry export, import and bulk update in Protecht.

Managing registers with dozens (or even hundreds) of entries can be overwhelming if you're updating each record one at a time. Protecht ERM simplifies this process with export, import, and bulk update features that allow you to work efficiently at scale using CSV files or direct in-app changes.

In this product tour, we’ll walk through how to export register data, use templates for importing or updating multiple entries at once, and apply bulk changes within the user interface, so you can maintain your data faster and more accurately.

 

Book a demo with one of our product specialists today to find out more about configurability and customisability in Protecht ERM:

Request a demo

Product tour contents

  • Exporting register entries to a CSV file using filters or views

  • Downloading and populating a structured import template for new entries

  • Importing records via CSV with built-in validation

  • Performing bulk updates through CSV export and import, using entry IDs for matching

  • Applying the same field changes to multiple entries directly in the register UI

  • Verifying the number of entries before confirming a bulk update

  • Understanding when to use other export options like APIs or scheduled exports for larger datasets