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Bulk Editing Toolset Content with WP Sheet Editor

WP Sheet Editor plugin allows you to bulk edit Toolset content inside WordPress. You can view and manage massive amounts of content using an intuitive spreadsheet inside WordPress.

Managing a lot of content can become tedious and time-consuming if you do it the usual way. Watch the video to see how WP Sheet Editor helps you edit content quickly and easily:

On This Page

Getting Started

You must install the following plugins.

  • Toolset
  • WP Sheet Editor
  • WP Sheet Editor – Toolset Extension. This is a free extension available for paying users of WP Sheet Editor. You can download it for free on this page after installing and activating the WP Sheet Editor.

Setting Up the Spreadsheet for Your Content

After installing and activating WP Sheet Editor, you need to generate a spreadsheet that will allow you to view and manage your Toolset content.

  • Go to WP Sheet Editor → Setup Spreadsheet.
  • Tick the Toolset content you’ll edit.
  • Hit Save.
  • Choose the columns you’ll display on the spreadsheet. Move any unwanted fields to the Disabled side.
  • Hit Save to generate the spreadsheet.

Once the spreadsheet is set up, you’ll see every field as a column and every item as a row.

You’ll see that every field will be recognized by the spreadsheet according to its field type:

  • Audio
  • Checkboxes
  • Color picker
  • Date
  • Email
  • Embedded Media
  • File
  • Image
  • Number
  • Phone
  • Radio
  • Select
  • Skype
  • Multiple lines
  • Single line
  • URL
  • Video
  • WYSIWYG
  • Post Reference
  • Relationships
  • Etc.

Important. You can edit as many items and fields as you want using the spreadsheet. When you’re done, just hit the Save button on the toolbar. This helps you save time as you don’t have to open and edit one item at a time.

How To Bulk Edit Content

You can easily select multiple items and edit them all in one go.

Selecting Items to Bulk Edit

There are three ways to select items for bulk editing.

  1. You can edit all content. We explain this in the next section.
  2. You can manually select the items using the checkbox picker of the first column of the spreadsheet. Once you select the content, open the Bulk Edit tool and go to section 3 of this tutorial.
  1. You can use the Search tool to filter items using any field and value as a search parameter.

To use any field as a search parameter follow these steps:

  1. Tick the Enable advanced filters checkbox.
  2. In the Field dropdown, select the column/field you want to use as a search parameter.
  3. The Operator dropdown allows you to define the type of search you want to do.
  4. The Value will depend on the type of field you’re using as a search filter: checkbox, dropdown, text, etc.

There are other search fields that allow you to filter your items by:

  • Keyword
  • Author
  • Category
  • Tag
  • ID
  • Date range
  • URL
  • Etc.

When you hit the Run search button, the items that meet the search criteria will be displayed on the spreadsheet.

Bulk Editing Content

After selecting the content to edit, use the Bulk Edit tool to edit all the items at once.

Here’s what each field in the Bulk Edit tool is for:

  • Select the rows that you want to update: You can edit 1) all the rows, 2) the manually selected rows, or 3) the rows from a search.
  • What field do you want to edit: Select the columns/fields you want to edit on all the selected items.
  • Select type of edit: Select the type of change you want to apply to your selected items. You can set a new value, replace specific values, append/prepend values, etc.
    • Value: Here you enter the new value for the bulk edit.
  • Execute Now: Hit this button to apply the bulk edit. The plugin applies the changes in batches, so don’t worry about server errors.

Here is a gif with the values you need to use for different types of custom fields:

Exporting Content to a CSV file

Use the following steps to export content to a CSV file using WP Sheet Editor:

  1. Hit Export on the top toolbar.
  2. Select the columns you’ll export and the app you’ll use to edit the CSV.
  3. Execute the export.

Importing Content from a CSV file

Use the following steps to import content using a CSV file edited with Excel, Google Sheets, or any other CSV editor:

  1. Hit Import on the top toolbar.
  2. Select the CSV file from your computer:
  1. Hit Import all the columns or Select individual columns to import (you’ll need to map the columns with this option).
  1. Configure the import
  • Do you want to update or create items: Select any of these options:
    • Create new items and update existing items
    • Import all rows as new
    • Only create new items, ignore existing items
    • Update existing items, ignore new items
  • You can match the content in case you’re editing existing items. Use the CSV Field and the WordPress Field to match the content.
  • Hit Next.

You will now see a preview of the info on the spreadsheet. Just hit The preview is fine, start import and the information will be uploaded.

You can use the import tool to create new content or update existing content in bulk. This saves you a lot of time since you don’t have to open and edit / create one item at a time.

Dario
Updated
July 16, 2021
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