Sometimes, bulk updates are needed for various platform components, such as Billing Plans, Memberships, Members, or Credits. While the platform includes an Import feature, it may not always suffice. In such scenarios, you can email the Support Team at [email protected]. We will assist you with the bulk update process.
How it Works
To initiate a bulk update, follow these steps:
Contact Support:
Reach out via email or chat and specify the task you want to accomplish, including all relevant details.
Important Considerations:
Support cannot work with files you prepare independently because bulk requests rely on each entity's unique ID, which cannot be exported through the platform's user interface.
Support Actions:
Once the details are discussed, the Support Agent will:
Prepare an export file in
.csvformat for the update.If necessary, send you the
.csvfile so you can make edits (e.g., modifying emails or membership prices).
Handling the Export File:
The
.csvfile will include a column labeled _id, which must remain unchanged. Do not delete or modify any values in this column.
Executing the Update:
The support team will process the update after reviewing the finalized details and agreeing on a timeline. Note that these operations may be complex; for time-sensitive matters, contact support well in advance.
Examples of possible bulk updates
Here are some scenarios where bulk updates might be needed:
Adjusting Memberships' credits following a change in the Billing Plan's credit allowance.
Updating a Custom Property for new or existing Members.
Changing the status of Fees.
Modifying the end date of Memberships.
Revising Resource information such as prices, billing plans, names, or availability.
For more routine updates, explore the platform's built-in Import functionalities here.