How to Bulk Edit Parties in Knuula

When you need to update the same field on dozens of clients — say, reassign an engagement partner, attach a service to every tax client, or change a status across a whole book — Knuula’s Bulk Edit tool lets you do it in one pass instead of opening each party individually.

Step 1: Select the parties you want to update

1. Open Parties from the left navigation.
2. Use the Search box and sidebar filters to narrow the list to the parties you want to change (see How to Filter and Search Parties in Knuula).
3. Check the row checkboxes for the parties to include, or click the header checkbox to select every party in the current view.

Step 2: Open the Actions menu

Click Actions at the top of the Parties page. The menu includes several bulk options:

• Apply Types — add one or more service types to all selected parties.
• Apply Services — attach specific services from your catalog to the selected parties in one pass.
• Bulk Edit — update a single column (any field) across the selected parties, with full control over how the update is applied.
• Export Items — download the selected parties to a file.
• Sync Party Keys — refresh the identifying keys that link each party to your source system.
• Archive Parties — move the selected parties into the archived view so they no longer appear in the Normal view.

Step 3: Pick the column to change

1. Click Actions → Bulk Edit. The Select Column panel opens on the right.
2. Pick the field you want to change. Knuula lists every bulk-editable column for your org — services, team slots, text fields (like email, partner name, client status, entity type, addresses), groups, and fee fields — each tagged with its field type. Scroll to find the one you need.
3. Click Next.

Step 4: Choose how to apply the change

The Edit Options panel asks how you want to update that column. Pick whichever method matches what you’re trying to do:

• Append Values — adds values to the end of the existing list without touching what’s already there. Use this for list-type fields when you want to add, not replace.
• Edit Values — replaces each party’s current value with the new one you enter. This is the most common option for straightforward overwrites.
• Clear All Values — deletes all values in that column for every selected party. No input needed.
• Remove Values — deletes a specific value only if it exists on the party. Use this when you want to clean up one stale entry without touching the others.
• Replace Values — swaps one specific value for another, only on parties where the original exists. Great for renames.
• Substitute Text — find-and-replace inside a text field, wherever the match exists.
• Compute Values -- edit numerical values (multiply, add, subtract, etc.)

Then click Next.

Step 5: Enter the new value

1. Type the new value into the input area. The editor matches the field type — you’ll see a text box, picker, or list builder depending on what you’re updating.
2. Look at the Saved Options sidebar on the right — it lists previously-used values for that column. Click any option to drop it into the input instead of typing.
3. Click Next.

Step 6: Review and confirm

1. Knuula shows a per-party preview headed Please review the changes that are about to be made. Each party has its original value on the left and the new value on the right.
2. Scroll through to spot-check before committing — pay particular attention to parties where the new-value column is blank (that usually means the method won’t change anything for that party, for example if you chose Replace Values and the original value doesn’t match).
3. Click Next (or the confirm button) to apply the changes.

Please note: Bulk edits apply immediately to every selected party once confirmed, and there’s no single-click undo — double-check both the row selection (the N selected counter at the top) and the review screen before clicking through the final step. If you need to update more than one field at once, run a separate Bulk Edit for each field.