Batch update devices

Batch update allows you to make changes to multiple devices simultaneously. Use it when you need to rename devices, reassign areas, apply templates, or update device properties across a group of equipment.

Open batch update

Navigate to Devices from the left sidebar. Click Batch Update Devices in the upper right corner of the devices list.

Devices list page showing the Batch Update Devices button in the upper right corner, with a list of FCU, AHU, and VAV devices filtered to show devices with points — Click Batch Update Devices from the Devices list to open the batch update page

The batch update page displays all devices in a table with columns for name, type, ontology type, area, location, device class, zone, tenant, and point count. Use the search bar to find devices by name, path, or location. Click the search options icon to switch between Starts With, Contains, or Exact matching and choose which fields to search.

Search Options panel showing Starts With, Contains, and Exact match modes, and Fields toggles for Name, Path, and Location — Search options let you control match mode and which fields are searched

A bottom toolbar provides quick actions for the selected devices.

Devices Batch Update page with one device selected, showing columns for Name, Type, Ontology Type, Area, Location, Device Class, Zone, Tenant, and Points, with Delete, Find and Replace, Apply graphics, Model Devices, and Batch Update buttons at the bottom — The batch update page shows all devices with selection checkboxes and a bottom action toolbar

Filter devices

Use the filter bar at the top of the page to narrow down the device list by Type, Ontology Type, Area, or Data Sources. Click More to access additional filters.

More filters dropdown showing Origin Type, Pseudo Devices, Point Count, and Quick Filters options — The More menu provides additional filters for Origin Type, Pseudo Devices, Point Count, and Quick Filters

Select Quick Filters to quickly find devices that need attention, such as devices without an area, without a type, with non-matching ontology, or without templated points.

Quick Filters submenu showing Without Area 9, Without Type 1, With Not Matching Ontology 38, and Without Templated Points 3 — Quick Filters let you find devices that are missing metadata or have modeling issues

Update device properties

Select the devices you want to update by checking the boxes next to each device name, or click Select all to select every device that matches your filters. The Properties panel appears on the right side where you can set values to apply in bulk.

Batch Update page with all 39 VAV devices selected and a Properties panel on the right showing fields for Type, Area, Tags, Location, Device Class, Tenant, Zone, Is Pseudo Device, and Site Level, with Clear Inputs and Apply buttons — Select devices and use the Properties panel to update type, area, tags, location, device class, tenant, zone, and other settings

Set the values you want to apply, then click Apply to update all selected devices. Click Clear Inputs to reset the properties form.

Property	Description
Type	The device type classification
Area	The floor, zone, or room assignment
Tags	Metadata tags applied to the devices
Location	The physical location description
Device Class	The device classification category
Tenant	The tenant associated with the devices
Zone	The zone assignment
Is Pseudo Device	Whether the device is a virtual or pseudo device
Site Level	Whether the device operates at the site level

Batch actions

The bottom toolbar provides additional actions for selected devices:

Action	Description
Delete	Remove devices, graphics, or ontology mappings
Find & Replace	Search and replace text in device names
Apply graphics	Assign graphic templates to the selected devices
Model Devices	Open the Points Modeling page for the selected devices
Batch Update	Apply property changes from the Properties panel

Delete

Click the Delete dropdown to choose from several removal options:

Option	Description
Delete Devices	Permanently remove the selected devices
Remove Graphics	Remove assigned graphics from the selected devices
Remove Ontology	Clear ontology mappings from the selected devices

Find and replace

Click Find & Replace to open the find and replace dialog. Enter the text to find in existing device names and the replacement text, then click Replace to rename all matching devices at once.

Export devices

Click Export at the top of the page to download device data. Enter a file name, select the columns to include, and click Export to generate the file.

Export dialog showing File Name field and Columns selector with 7 columns selected, with Cancel and Export buttons — The Export dialog lets you choose a file name and select which columns to include

Batch operations affect multiple devices at once. Review your selections carefully before applying. Reassigning areas or applying templates may affect dashboards, schedules, and analytics that reference these devices.

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Data Sources

Devices

Points

Systems & Areas

Graphics

Scheduling & Optimization

Trends

Documents

AssetOps

Reference

Open batch update

Filter devices

Update device properties