If you would like to make updates to multiple pipelines at once, the easiest way to do this is to use the Import feature which enables bulk edits.


  1. Create a list of the pipelines you wish to edit
  2. Export the list using the Export function. 
  3. Open the Excel file and perform the edits. 
  4. Save the edited file.
  5. Click on Import Wizard from the top menu
  6. Select Converge Pipeline List
  7. Browse to the file you created. Click Open.
  8. Click Continue


A summary page will appear which lets you review the edits you have made. Click Import to commit the changes to the database.

The changes will now be available to view in the application.


Note: If you do not have Edit access, or if you try to edit a pipeline which does not belong to your company, you will receive a message telling you that you are not entitled to edit the data.