Table of Contents
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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