Data Tools

Data Tools lets account admins work with data in bulk instead of one record at a time. Open Admin → Data Tools. It lists every dataset in your account — your Records (Organizations, People, Contacts) and each module’s datasets — with two actions each.

Bulk edit

The edit action opens a dataset’s records for editing in bulk. Use it to correct or update many records at once.

Import

The import action lets you upload a file to create records in bulk for that dataset. It’s the fast way to bring existing data into Lextree or load a large batch at once.

Data Tools reaches across every dataset and can change many records at once, so only account admins can use it.