First of all, this article is for those who have Admin permissions and are interested in learning some intermediate mass updates using Postman. For example, updating work hours task field value for ALL tasks in a project. Follow the steps below to get going!
NOTE: Before starting this process, be sure you download the latest version of Postman here.
ANY CHANGES MADE ARE PERMANENT AND ARE NOT EASILY UNDONE WITHOUT PROFESSIONAL SERVICES
- You must first get Ids for the tasks you plan to update using the built in export to excel of the project. It is very important that you add the column "Id" before exporting. ****LINK TO HOW TO GET FOR EXPORTING**
- Once you have your excel spreadsheet, add the column for which you will be making this update
- In our example this column will be called "WorkSeconds"
- Now your column is in your spreadsheet, fill in the fields with your desired new value and Save!
- "Save As" option to save it as a "CSV" file
- Open Postman and make a new collection just for the bulk update and a single request in the collection.
- (sample collection provided below)
- Add the URL for the API endpoint you will be updating
- (in our example it is the task endpoint)
- Change the "Body" tab to raw and change the drop down selector on the same row as "raw" to "JSON" (see below)
- Create the object that will be pushed to the endpoint
- For the bulk edit to work you must use tokens in the object. Mark Postman tokens by using "{{" at the start and end
- Ex: {{Id}}
- Create these tokens for the Id field and fields that will be updated - make sure the tokens are spelled and cased exactly like the headers in the CSV file already created
- Follow these individual steps to run:
- Save the updated collection
- Go to collection tab in left navigation section
- Go to Bulk Edit collection
- Click the triangle arrow button
- that opens the Options for collection
- Click run
- After clicking the Run option the Collection Runner will open - go to the "Data" section and click Select File (the CSV file that you created earlier)
- Make sure the file was set up correctly - the "Iterations" text field should now show the number of how many items you put on the CSV file for updating
- If the number is wrong, double check the data in the CSV file before continuing
- Click "Preview" at the Data File Type section to see the contents of the CSV file as one last spot check
- Ready? Click "Run Bulk Edit" and let Postman run through the CSV file to make all the required calls.
- After the calls are finished go back to your Project Insight workspace and check the changes
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