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Bulk Actions

Navigation Path

To access the Bulk Action screen:

select Bulk Actions in the top ribbon.

Bulk Action Screens

Field Descriptions

Let’s  begin

Bulk Functionality

There are two different ways to do Bulk changes.

1. Upload a file

2. Make changes on the screen

 

Upload a file

To upload a file, you need a file in the correct format:

1. Select the “Screen type” and “Action type” of where you want to do a bulk import.

2. Download a Template Format. The file will come in an excel sheet.

3. Populate the file

4. Upload the file

Make changes on the screen

1. Click on the Load Data button

2. You will be able to edit the data in the columns

3. Click on the Save button to save the changes

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