How to bulk edit partners?
Here is a step-by-step guide on how to bulk (mass) update partners in Kiflo.
Bulk edit partners
Open the partners page:
- Select all partners that you want to update
- Click the Update contextual button:
Then:
- Select the property you want to update
- Set the new value
- Click Update
Tips
You can leave the value field empty to remove the value for all selected partners.
Example: If you want to remove the owner on all selected partners, leave the "Owner" field empty.
Limitations
You can bulk update the following properties:
- All custom properties on partners
- Owner
- Status
- Partner program
- Partner type
- Currency
Due to business rules, you cannot bulk update the following properties:
- Onboarding status
- Onboarding stage