Bulk operations let you create or update many records at once using spreadsheet files. Instead of editing records one by one, you prepare your changes in a CSV or Excel file and import them in a single step.
In This Section
- Bulk Import Files — Upload, validate, and import spreadsheet files to create or update records in bulk
Where to Start
New to bulk operations? Start with Bulk Import Files for a full guide to the upload, test, and import process. If you are applying annual price increases across features, see Managing Annual Price Increases for the end-to-end workflow.
Need billing software that handles thousands of records without breaking a sweat? explore SAFE Billing Platform's bulk operations