Skip to main content
Table of Contents

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. Screenshot of the "Edit Role" page's Modules & Permissions section, showing the Distribution row expanded to reveal the Distribution Actions list, with arrows pointing to the…
  8. Click Save.
Log in and log out to see the setting updates take effect.

Bulk Update or Create Destinations

  1. Click The screenshot shows a small green gear or settings icon, which corresponds to the "Configure" button referenced in the article's prerequisite steps for enabling the "Bulk… Settings.
  2. Select Distribution.
  3. Select Destinations.
  4. Click Bulk Update Destinations.
    The screenshot shows the Destinations list page within the Distribution settings, displaying a sample destination entry (a Manufacturer named "Bianca's Jane Lane") with columns for…
  5. Follow the instructions on the page, and read the NOTE carefully:
    The image shows the Bulk Destination Import/Update screen, which displays a nine-step numbered process for importing or updating a company's destinations master via CSV file, along…
  6. The Destination Column Descriptions part of the page describes the information on the CSV file and how to handle it.
    The image shows the Destination Column Descriptions table from the Bulk Update Destinations page, displaying the structure of the required CSV file with columns for Column Name,…

How did we do?

Managing Destinations

Create and Manage Vendors in Distribution Settings

Contact