Create bulk actions to perform specific actions in respect to multiple clients at a time.
To create a bulk action, do the following:
Navigate to System > Bulk actions.
Click +Create in the upper-right corner of the page.
From the Action drop-down list, select an action type that you want to perform as a bulk action. The following action types are available:
change a client type
change an internal client type
change a verification level
make a deposit
zero out balances
In the Name field, enter a name for your bulk action.
In the Description field, enter a description for your bulk action.
Click Upload csv file and select a CSV file that has previously been downloaded to your computer, containing the email addresses of the clients to whom the bulk action applies. (For details, refer to How to export a CSV file with email addresses).
Depending on the bulk action type that you selected, additional fields may be displayed that you need to fill in.
Click Save to apply the changes.
The bulk action has been created and executed. To verify whether it has been executed successfully, check the Status column on the Bulk actions page.