Bulk Operations
Bulk operations let you change many records at once instead of editing them one by one. You can run platform actions across a whole selection, edit or create records from a spreadsheet, and process files from carriers and other systems.
In This Section
Section titled “In This Section”- Bulk Actions: Run actions such as drop, reinstate and suspend across many records, with a test step and full audit trail
- Bulk Edit and Bulk Add: Download records as a CSV, change them in a spreadsheet, and upload the changes back
- Bulk Update and Bulk Action Lists: Process third-party and multi-customer files, with columns recognised by their headers
- Update Rules Reference: The full rules language for awkward files, written for AI assistants
- Bulk Import Files: The older import facility, still available for existing workflows
Where to Start
Section titled “Where to Start”New to bulk operations? Start with Bulk Actions for the overview and the test-then-apply workflow every bulk change follows. If you are applying annual price increases across features, see Managing Annual Price Increases for the end-to-end workflow. Tariff and fixed fee tariff rates have their own guide, covering based-upon inheritance, dated rate versions and carrier rate files: Bulk Rate Updates.
Need billing software that handles thousands of records without breaking a sweat? explore SAFE Billing Platform's bulk operations