Bulk Actions

The Bulk Actions page allows you to manage contact imports and perform large-scale updates efficiently. From this page, you can monitor CSV import progress, review detailed results, and safely execute actions affecting many contacts at once. The page is divided into two main sections:

1. Import Jobs — View and manage ongoing and completed contact imports.
2. Bulk Contact Actions — Filter and select groups of contacts, then execute bulk actions on them.

This enables you to update thousands of contacts simultaneously, rather than manually editing records one by one.

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📥 Import Jobs

Within the Import Jobs tab, you’ll find a log of recent import activity accompanied by a clear job status:

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📋 Viewing Import Details

Click the Details button for any import job to access a summary and breakdown. Available details include:

• File name or import identifier
• Number of rows processed
• How many contacts were imported, updated, or skipped
• Cleanup summary
• Any error messages from failed imports

These details give you transparency and a clear audit trail for every import. 🛑 Cancel an Ongoing Import If an import is still in progress, you have the option to cancel it. Canceling an import halts the processing of any additional rows. Contacts already imported remain unchanged. If a new powerlist was created but no contacts were imported, the empty powerlist is automatically removed. 🗑️ Remove Import Records You can delete completed or failed import records from the Bulk Actions page. This action only removes the record from the job history—it does not affect contacts that have already been imported.

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⚡ Bulk Contact Actions

The Bulk Contact Actions tab provides a way to filter contacts and then apply a batch operation.

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1️⃣ Step One: Filter Contacts

Choose contacts to act on by using one or more filters: Filters can be combined, letting you select, for example, contacts that are in a powerlist and have a specific tag. Once your filters are set, a preview displays the total number of contacts matched. Always check this number before proceeding.

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2️⃣ Step Two: Select a Bulk Action

Available bulk actions include: Before applying the chosen action, you’ll be asked to confirm. The system will display exactly how many contacts will be affected.