This feature allows an admin to download a list of already uploaded collateral as a CS file, update the data in the CSV file and import the file to change many data points across many collateral pieces all at once. You can find this feature by going to Administration > Marketing Asset Manager > Mass Collateral Attribute Update.

Generating a Template File.

Set filters to only pull current data for the files you with to update. 

Narrow down the number of files you want to include in the CSV file export. You can filter by Name, Filename, Keywords, Category, File Added or Modified dates and by file type.  

Select specific data points you plan to update.

Narrow down the information to the columns you plan to update. You can include all columns, or just include the few that need changes. There are more than 50 data point, however the majority of these are specific only to Printable PDFs.  Common data used by all file types would be Name, Description, Keyword, Category and Permissions.

Download and Edit the CSV content.

Once you set your filters, download the CSV, open it and make the necessary changes.

IMPORTANT NOTE: The Collateral ID column and File Name column must stay together at all times. If these get out of alignment, it could cause many collateral to be updated incorrectly which may be difficult to sort out.  Always keep an initial copy of the downloaded file as a backup.

Upload/Update CSV Data.

Once you have edited the content within your CSV, Upload it back to the platform. 

Browse for the CSV file you edited, select it and submit.  This will update all of the information provided. 

IMPORTANT NOTE: Data that previously had values will only update if a different value is provided. If data is blanked out in the CSV file, the data will not be deleted when processed back into the platform.  Only data in columns within the CSV file will be updated. All other columns will be left alone.