Onit Documentation

Bulk Upload

by Michael Nadeau Updated on

Unity's Bulk Upload setting allows you to make batch changes to client data, see bulk operation history, and manage bulk jobs. 

To access Bulk Upload, go to Settings > Bulk Upload.

On the main screen, the directory will show the Name of the bulk action, along with the Created by, Created date, Type name, Operation, Is actionable (true/false), and Time to expiration information. Click the up and down arrows next to a column title to sort by that column. Use the Search bulk actions bar to search through bulk actions. Use the Viewing drop-down menu to customize how much information you want to see on the screen. Click the + button to customize the table columns.

Click the link in the Name column to open the bulk action.

The Bulk Action screen will appear, showing the basic Info for the bulk action and the Job history. From this screen, you can click to download the Current job template or start a New attempt. Within the Job history section, you can click to download the Template or View job template details.

 

Click Create bulk action to start a new bulk action. You'll need to select the Type (drop-down menu), Operation (drop-down menu), Name, and Description. Your selections will update under the Type info and Operation info sections. Click Create to create the action, or click Cancel to exit without saving.

The new bulk action will appear in the Bulk actions overview screen. 

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