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How do I Edit Sample Information in Bulk?

Labs can update multiple samples at once from the Sample views or Order page. Any field in your intake form, such as Batch IDs, Lab Sampler, etc.., can be updated this way.

From the Samples List or Table view, select the samples you want to update, then choose Edit Samples from the action menu

 

From the Orders page, select one or more orders to and Edit Samples edit all of their samples together

 

You can then edit multiple samples at once instead of one at a time, and use keyboard shortcuts to move through edits even faster

 

To Bulk Update Sample Information Using a CSV Upload

  1. Navigate to Samples -> List
  2. In the top right, select the Update Samples button
  3. Download the CSV template
  4. Fill out the specific Sample IDs and information you would like to update
    Note: The CSV template will match the fields configured in your Sample Intake page

    Screenshot 2026-04-29 at 1
  5. Once the CSV template is complete with the information that you would like to update, drag and drop the file to upload it
  6. Review the sample information to be updated in the Preview Import page, and select the Update Sample(s) button to save the updates

This feature can be used by the "owner", "admin", and "users". It is not available for use by "viewers".

If you need additional assistance, please reach out to support@confidentlims.com!