Bulk Updater Automation Implementation Guide

  • Updated

This guide provides admin users with steps to set up the Neodeluxe Bulk Updater Automation in Filevine. It includes requirements, installation instructions, updates guidance, verifications, and terminology. 

The Bulk Updater Automation also provides users with an efficient way to manage section information across multiple Filevine projects, and it shortens editing time for the same information type. The product specialists, implementation, and support team must complete this one-time setup before triggering this automation.

Implementation Overview

To implement the Bulk Updater Automation, access the admin’s Filevine environment, and navigate to the Config Project — Admin project. In this project, the Bulk Update Config section allows the user to create Collection Items for each one of the Project Type to execute the automation. As a result, the Config Project — Admin project sends the automation information to Import Project — [Case Type], which provides the Bulk Update Import section access.

Find further information about Project Types and the automation’s mapping in the article: Bulk Updater Automation Implementation: Project Type.

 Prerequisites

Complete the following checks to perform internal verifications: 

  • First Check — Verify the Import Project Type

Follow these steps to find the target Project Type for the automation:

1. Log in to the user’s Filevine environment.
2. Click Project Hub.
3. Select a project with the Bulk Updater automation.
4. Click on the Vitals button.
5. Click on the Details tab.

After following these steps, the Details tab second line displays the import Project Type. 

7 STEPS

1. To verify an import Project Type. First, log in to the user’s Filevine environment.

2. Next, click Project Hub.

3. From there, open any project that already has the Bulk Updater automation installed.

4. Once inside, click the Vitals button.

5. Then switch to the Details tab.

6. Take a look at the second line — that’s where you’ll find the import Project Type.

You’ll use that Project Type when installing the automation.

7. That's it. You have verify the import Project Type.

https://www.iorad.com/player/2622971/Bulk-Updater-Automation---Implementation-Guide---Verify-the-Import-Project-Type?iframeHash=watchsteps-1&lang=en



Next step

 

  • Second Check — Access the Bulk Update Config Section

Follow these steps to access the Bulk Update Config section:

1. Log in to the admin’s Filevine environment.
2. Click Project Hub.
3. Select a project from the Config Project — Admin Project Type.
4. Click on the Bulk Update Config section. 

The Bulk Update Config menu will be shown.

6 STEPS

1. To access to the Bulk Update Config section.

First, log in to the admin’s Filevine environment.

2. Next, click Project Hub.

3. Then, select a project type: Config Project — Admin

This project type has the Bulk Update Config section installed.

4. Once the project is open, click the Bulk Update Config section.

5. The Bulk Update Config menu will appear, ready for you to create collection items, review or make changes.

6. That's it. You have accessed the Bulk Update Config section successfully.

https://www.iorad.com/player/2623037/Bulk-Updater-Automation---Implementation-Guide---Access-the-Bulk-Update-Config-Section?iframeHash=watchsteps-1&lang=en



Next step


Bulk Update Config Section Dashboard

Once in the Bulk Update Config section, click on the + Add an Item button to open the tool. You must find the following options:

1. Bulk Update Config section.
2. Reference Name field.
3. Import project id field
4. Section selector field code field.
5. Import button field code field.		 6. File import field code field.
7. Functions field code field.
8. List append field code field]
9. Import Into Project Type field.
Bulk Update Config Section Dashboard Screenshot 2025-10-24 141150.png
If neither the Bulk Update Config dashboard nor the Bulk Update Config section open, reach out to your team leader.

Create a Bulk Updater Automation

This Bulk Update Automation’s set up is based on Option 1: Import Project Per Target Template setup structure. Follow these steps to implement this tool: 

Step 1. Add a New Collection Item.
Step 2. Enter the required information.
Step 3. Save the Collection Item. 

13 STEPS

1. To add a new Collection Item to activate the Bulk Update Config section.
First, click on the Bulk Update Config section.

2. Then, click the + Add an Item button to open the tool. A panel will appear showing several fields.

3. Click on the Reference Name field, and enter a name for your Collection Item.

For example: Bulk Update Config uration

4. Next, click on the Import project id field, and enter the project ID of the import.

For example: 992165698.

5. Now, click on the Section selector field code field, and enter this code exactly as written:
{{csvImporter.sectionSelector}}

6. Then, click on the Import button field code field, and enter this code exactly as written:
{{csvImporter.csvImportButton}}

7. Continue with the File import field code field, and enter:
{{csvImporter.fileToLoad}}

8. Next, click on the Functions field code field, and enter:
{{csvImporter.functions}}

9. After that, click on the List append field code field, and enter:
{{csvImporter.listAppend}}

10. Finally, click on the Import Into Project Type field, and enter the target Project Type.
For example: Mass Tort.

11. Once you’ve entered all the information, it’s time to create the new Collection Item.

Scroll down and click Create.

12. then refresh the window. The new Collection Item will now appear in the Bulk Update - Config menu, confirming it was successfully created.

13. That's it. You have created a new Collection Item.

https://www.iorad.com/player/2623151/Bulk-Updater-Automation---Implementation-Guide---Add-a-New-Collection-Item?iframeHash=watchsteps-1&lang=en



Next step

Find further information about Project Types and the automation’s mapping in the article: Bulk Updater Automation Implementation: Project Type.

The Option 2: Different trigger buttons per target template does not require an implementation process.

The following steps are divided to give you a deeper understanding on how to create a Bulk Updater Automation Collection Item for Project Types.

Step 1. Add a New Collection Item

Follow these steps to activate the Bulk Update Config section:

1. Click on the Bulk Update Config section.
2. Click on the + Add an Item button to open the tool.

A panel will show several fields.

Collection Items previously created can be modified by clicking them on the Bulk Update Config section.

Step 2. Configure the Fields

In this step, you will enter the Collection Item’s information.

  • Enter a Reference Name

This field allows you to assign a descriptive Collection Item name. To do this:

1. Click on the Reference Name field.
2. Enter a Collection Item name (e.g., Bulk Update Config - Mass Tort).

  •  Enter the Import project id

This field allows you to assign a project to a Bulk Import Project — [Case Type]. To do this:

1. Click on the Import project id field.
2. Enter the project ID of the import. (e.g. 992165698). 

Obtain the Bulk Import Project ID from the URL located after /#/project/.

  • Enter the Section selector field code

This field allows you to configure the Section Selector field in the automation. To do this: 
1. Click on the Section selector field code field.
2. Enter this field code exactly as written: {{csvImporter.sectionSelector}}

  • Enter the Import button field code

This field allows you to configure the CSV Import button in the automation. To do this: 
1. Click on the Import button field code field.
2. Enter this field code exactly as written: {{csvImporter.csvImportButton}}.

  • Enter the File import field code

This field allows you to configure the File to Load field in the automation. To do this: 
1. Click on the File import field code field.
2. Enter this field code exactly as written: {{csvImporter.fileToLoad}}.

  • Enter the Functions field code

This field allows you to configure the Functions dropdown menu in the automation. To do this: 
1. Click on the Functions field code field.
2. Enter this field code exactly as written: {{csvImporter.functions}}

  • Enter the List append field code

This field allows you to configure the List Append button in the automation. To do this: 
1. Click on the List append field code field.
2. Enter this field code exactly as written: {{csvImporter.listAppend}}.

For further information on Section Selectors and Field Codes, please visit: How to Get Selectors and Field Codes.

  • Enter the Import Into Project Type Name

This field allows you to assign the Project Type for the Bulk Updater Automation installation. To do this:

1. Click on the Import Into Project Type field.
2. Enter the target Project Type. (e.g,. Mass Tort)

Step 3. Create the Collection Item

After completing the steps 1 and 2, you must create the new Collection Item. This saves the previously entered information. To do this:

1. Click on the Create button.
2. Refresh the window.

The new collection Item will appear in the Bulk Update - Config menu. This means it is successfully created.

This step-by-step must be performed for every Project Type where the automation is required.

 Automation Validation

Follow these steps to validate the Bulk Updater Automation works correctly. 

1. Log in to the user’s Filevine environment.
2. Click Project Hub.
3. Select a project where the automation was installed.
4. Click on the Bulk Update Import section.
5. Click on the + Add Item button.
6. Click on the Functions field. The functions dropdown menu will show.
7. Validate the following functions are available:

  • update_form function.
  • update_project function.
  • create_project function.
  • create_collection_item function.
  • update_collection_item function.
  • delete_collection_item function.
  • update_contact function.
  • update_custom_contact function.
  • create_custom_contact function.
  • create_note function.
  • create_task function.

If you validate the previously mentioned functions, it means the Bulk Updater Automation works correctly.

For further information on the Bulk Updater Automation functions, please visit: Bulk Updater Automation.

Post-Implementation: Update the Bulk Updater Automation

You will receive e-mail communication when Bulk Updater Automation updates are available. Follow these steps to update the automation:

Step 1. Access the Customs Editor.
Step 2. Access the Bulk Updater Import section properties.
Step 3. Update the Bulk Updater Automation.

14 STEPS

1. Let’s go through the steps to update the automation when new functions are released during the post-implementation.

First, log in to the admin’s Filevine environment.

2. Next, click the hamburger menu in the upper-left corner.

3. Then, click Advanced.

4. And select Customs Editor.

5. In the Customs Editor, click on the Search for an Org field.

6. Select the organization where the Project Type is located.

7. Next, open the Choose a Project Type dropdown menu, and select the Project Type that contains the Bulk Updater Automation.

8. Once the Project Type is open, click the Bulk Updater Import section.

9. The configuration details for the Bulk Updater Import section will appear.

10. Now, under Custom Fields/Widgets,
locate Functions (Dropdown List).

Click it, and a pop-up window will appear.

11. Then, click + Add Item.

12. Enter the new functions exactly as written.

13. And finally, click Update.

14. That's it. Your Bulk Updater Automation is now updated with the latest available functions.

https://www.iorad.com/player/2623052/Bulk-Updater-Automation---Implementation-Guide---Updating-the-Bulk-Updater-Automation?iframeHash=trysteps-1&lang=en



Next step

Step 1. Access the Customs Editor

Follow these steps to access the Customs Editor.

1. Log in to the admin’s Filevine environment.
2. Click on the hamburger menu .
3. Click Advanced, then click Customs Editor.

5 STEPS

1. To access the Customs Editor. First, log in to the admin’s Filevine environment.

2. Next, click the hamburger menu in the upper-left corner.

3. Then, click Advanced.

4. Select Customs Editor.

5. That's it. You have access to the Custom Editor.

https://www.iorad.com/player/2623092/Bulk-Updater-Automation---Implementation-Guide---Access-the-Customs-Editor?iframeHash=watchsteps-1&lang=en



Next step

 

Step 2. Access the Bulk Updater Import Section Properties

Follow these steps to access the Bulk Updater Import section properties:

1. Click on the Search for an Org field.
2. Select the organization where the Project Type is located.
3. Click on the Choose a Project Type dropdown menu.
4. Select the Project Type where the Bulk Updater Automation is located.
5. Click on the Bulk Updater Import section.

The Bulk Updater Import section configuration information will show.

6 STEPS

1. To access the Bulk Updater Import section properties.

First, click on the Customs Editor.

2. Then, select the organization where the Project Type is located.

3. Next, open the Choose a Project Type dropdown menu, and select the Project Type that contains the Bulk Updater Automation.

4. Once the Project Type is open, click the Bulk Updater Import section.

5. The configuration details for the Bulk Updater Import section will appear.

6. That's it. You have accessed the Bulk Updater Import section properties

https://www.iorad.com/player/2623103/Bulk-Updater-Automation---Implementation-Guide---Access-the-Bulk-Updater-Import-Section-Properties?iframeHash=watchsteps-1&lang=en



Next step


 Step 3. Update the Bulk Updater Automation.

1. In Custom Fields/Widgets, click on the Functions (Dropdown List) item. A pop-up window will show.
2. Click + Add Item. 
3. Enter the new functions exactly as written.
4. Click Update.

5 STEPS

1. After accessing the Custom Editor and Bulk Updater Import section properties, locate Functions (Dropdown List) under Custom Fields/Widgets.

2. Then, click + Add Item.

3. Enter the new functions exactly as written.

4. And finally, click Update.

5. That's it. You have updated the Bulk Updater automation.

https://www.iorad.com/player/2623117/Bulk-Updater-Automation---Implementation-Guide---Update-Bulk-Updater-Automation?iframeHash=watchsteps-1&lang=en



Next step


For further information on the Bulk Updater Automation functions, please visit: Bulk Updater Automation.

You can organize the functions’ order with the 6 dots on the left side of each one of them. Drag the function you want to organize and drop it to the desired position. Release the click once the function is correctly located.
Enter the new functions exactly as written. Don’t change their structure and avoid any spaces. This ensures no processing errors occur.


 Appendices

These are essential definitions to understand this guide:

  • Bulk Updater Automation(n): A tool to manage large-scale data updates in Filevine projects with the same Project Type using a CSV file.
  • Collection Item(n): A specific Bulk Updater Automation setup for each Project Type template. These are items in the Bulk Update Config section of the Config Project — Admin project.
  • Project Type(n): A project template that defines the structure, sections, and layout for multiple case projects. 
  • Case Type(n): A case categorization for cases in the same Project Type.