---
sourceDocument: Australia Core Business Suite
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/core-business-suite

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Core Business Suite

ft:clusterId :

    - cbs

bundleId :

    - cbs

workflow :

    - Core Business Suite


---

# Bulk edit

# Bulk edit {#ariaid-title1}

Release version: Australia  
Updated March 26, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Edit records in bulk for Core Business Suite business units through the Now Assist conversational experience.

## Before you begin

Ensure that the following are activated:

* AI search ([Activate AI Search](https://servicenow-prod.fluidtopics.net/Y~4coTQZqeiDO_ZZSyenZw "Activate AI Search to enable conversational search capabilities in ServiceNow Otto for Core Business Suite (CBS)."))
* Now Assist panel ([Manage ServiceNow Otto panel](https://servicenow-prod.fluidtopics.net/7erxWolM~iRpQVGI65q9Kg "Enable the ServiceNow Otto panel to provide generative AI assistance through a conversational interface in ServiceNow Otto for Core Business Suite (CBS)."))
{#manage-bulk-edit-using-na__ul_myk_xkh_v3c}

Role required: admin, sn_cbs.admin

## Procedure

1. Navigate to AdminAdmin Home.
2. On the Core Business Suite Foundation card, select View product overview.
3. In the Configuration insights section, select Configure.  
   The Configure Core Business Suite page opens in the Configuration Console.
4. Select Workplace locations under Workplace Services.
5. Select Configure with Now Assist.  
   Now Assist opens the conversational panel, detects the current page context, and invokes the CBS Bulk Upload agent.  
   Note:  
   The CBS Bulk Upload Agent supports Workplace Locations for bulk edit.
6. Select Bulk edit or enter a natural‑language prompt.  
   Example prompts:
   * <kbd class="ph userinput">Bulk edit workplace locations</kbd>.
   * <kbd class="ph userinput">Edit workplace locations using a template</kbd>.
   * <kbd class="ph userinput">Bulk edit records for workplace locations</kbd>.

   {#manage-bulk-edit-using-na__ul_k4j_qfh_s3c}

   Now Assist processes your request, identifies the relevant template based on the selection, and provides it for download.
7. Download the template.  
   The template downloads as a .csv file.
8. Open the file in Excel (.xlsx or .xls), make the required changes, and save the file.
9. Upload the updated template when prompted.  
   Now Assist analyzes the uploaded file and validates the data.
10. Review the validation results.
11. If errors are reported, review and update the template file as needed, and re‑upload it.
12. If validation is successful, select Process all rows.  
    Now Assist processes the updates and provides access to the import set.
13. Select Import Set to review the updated records.
14. Confirm that the changes are reflected.
15. Select Mark as configured when prompted.  
    Now Assist confirms that the bulk edit is complete with a success message.
16. Refresh the Core Business Suite Configuration Console to verify that the records are updated successfully.

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