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Status Future consideration
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Jul 3, 2026

RELATED IDEAS

Add Bulk Import and Export for Account Styles and Data Types

Currently, Account Styles and Data Types must be created one by one in the Envizi UI.

When a large number of Account Styles and Data Types need to be created, this process is very inefficient. It is also difficult to review the accuracy of the settings.

To improve efficiency, we would like to request the following two features:

Bulk import for Account Styles and Data Types
Users should be able to create them in bulk by using a template file such as CSV or Excel.

Bulk export for Account Styles and Data Types
Users should be able to export the settings in bulk so that the configuration can be reviewed more easily and efficiently.

These features would improve both configuration efficiency and review accuracy for users and implementation partners.

Idea priority High
Needed By Quarter
  • Post comment
  • Guest
    Jul 9, 2026

    Even if these settings are managed in the UI, we still need a way to export Data Type and Account Style together.

    I understand that bulk configuration is difficult to support through templates. However, we believe there is a common system requirement to export master setting values for reference and management.

    Reply
  • Admin
    Michael Dunbar
    Jul 6, 2026

    We are exploring ways to bulk configure account styles via the UI and potentially an AI-assisted approach. Account styles are complex entities with numerous components and multiple layers of validation required which make it unlikely that we will support a template based approach to bulk account style creation in the near future.

    We are also exploring AI-assisted approaches to bulk data type configuration but again this is a highly complex area (note that the internal team requires 4 separate templates to complete bulk data type configuration) and bulk configuration of private data types is not something we currently have significant demand for.

    Reply

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