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June 3, 2024

Upload Improvements - Customers, Vendors, Items, and Tags


We’ve made lots of changes to uploads to make it easier to set up and maintain Fulcrum. You’ll now be able to make bulk updates to items, vendors, and customers by exporting data from the Data Import, making changes in that spreadsheet, and then re-uploading.

You’ll also be able to use the item uploader to set item tags and create them automatically in the system. Simply add the required tags as a semicolon-separated list and the upload will handle the rest.