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Create and Update Destinations In Bulk

Efficiently manage your destinations by updating multiple at once with "Bulk Update Destinations." Save time by creating new destinations or updating existing ones with ease using a spreadsheet. Ensure the Bulk import/update Destinations action is enabled and follow our step-by-step guide.

Table of Contents

Use "Bulk Update Destinations" to update existing Destinations or create new ones.

More on Managing Destinations.

Prerequisite

Your User Role must have the Bulk import/update Destinations action toggled on.

To do that:

  1. Click Settings.
  2. Select User Roles.
  3. Make sure to select the facility you need.
  4. Click the icon to CONFIGURE.
  5. Locate the Admin Card.
  6. Next to the Distribution line on the Admin Card, click Actions for the Admin Distribution modal.
  7. Check the boxes for Bulk import/update destinations.
  8. Click Save.
Log in and log out to see the setting updates take effect.

Bulk Update or Create Destinations

  1. Click Settings.
  2. Select Distribution.
  3. Select Destinations.
  4. Click Bulk Update Destinations.
  5. Follow the instructions on the page, and read the NOTE carefully:
  6. The Destination Column Descriptions part of the page describes the information on the CSV file and how to handle it.

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Managing Destinations

Create and Manage Vendors in Distribution Settings

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