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
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.