Overview

Bulk account update allows you to manage Accounts at scale without an API integration. Now you can update activation status and custom data for up to 10,000 Accounts at once using the bulk upload CSV or use the UI to manage Account activation.

CSV file upload: supports account activation status and custom data updates
Directly in the Dashboard: supports account activation status updates only

How to: bulk update accounts via CSV file

Navigate to the Accounts page and select Update accounts.
Select the option to download the template for bulk update accounts.
In the accounts.csv file, add relevant data to the sheet and save. Once ready, upload your file. See here for the full list of columns in the template.

Note: accountId is always required to identify the record you wish to update.

See here for file requirements.
If there are no issues in the file submitted, you will see a success indicator.
Warnings and Errors
- If there are issues with the file, these will be treated as global warnings and errors. Examples of global errors are file size limitations or encoding errors. See here for a full list of warnings and errors you may encounter.
- If there are issues with the data you submitted, these will be treated as account-level warnings and errors. See here for a full list of warnings and errors you may encounter.

How to: bulk update account activation status via the UI

Navigate to the Accounts page and select one or more records using the row selector.
Select the Update button.
In the drawer, set the status that you want all accounts to end up in. If you select an account that is inactive and set it to inactive, the account will be skipped. This means you can select a mixture account activation statuses and update the records to the desired end state without record conflict issues.
Select Save changes. This is an asynchronous task. For small batches, this will be very quick. For large amounts of data being updated, this could take up to 15 minutes to propagate across all records.

File requirements

Supported file format: CSV only
Maximum file size: 1 GB
Maximum number of rows: 10,000

Template details: `accounts.csv`

All field lengths have maximums of 255 characters.

Field	Required	Updateable	Note
`accountId`	Yes	No	The unique identifier for the account (e.g., `f3f2e850-b5d4-11ef-ac7e-96584d5248b2`). This field is required to map your updates to the correct record.
`isStatementsProductActive`	No	Yes	Set to `true` to activate or `false` to deactivate. At least one updateable field is required to make a change.
`{customData}`	No	Yes	Dynamic columns will appear for each account custom data label configured for your organization (e.g., `Sales Dept`).

Warnings

Warnings may be ignored. These will not block you from submitting the data but are flagged as irregularities from our side.

Name	Classification	Remedy
`UNUSED_COLUMNS`	Global	N/A — confirm data is not missing or the column name is as expected.

Errors

Errors may not be ignored. These are issues that must be fixed before we can accept the data.

Name	Classification	Remedy
`FILE_SIZE_TOO_LARGE`	Global	File is too large. The maximum file size is 1GB. You can either break your file into multiple smaller files or remove extraneous data.
`INVALID_CSV`	Global	Use the template provided to ensure the file is a CSV. Review the data in the row’s cells to ensure there are no comma or other formatting issues.
`INVALID_ENCODING`	Global	File has an invalid file encoding. We only support UTF-8 encoded files.
`TOO_MANY_ROWS`	Global	Too many accounts in the file. The maximum number of accounts supported is 10,000. Please break your accounts into multiple files and try again.
`NO_DATA_IN_FILE`	Global	No accounts in the file. Add at least 1 account to the CSV file.
`ERROR_OTHER`	Global	Open a support ticket on Zendesk to look into the unexpected error.
`ACCOUNT_DOES_NOT_EXIST`	Account	No account with the specified ID was found.
`DUPLICATE_ACCOUNT_IN_FILE`	Account	This record already exists in the current file. Remove the duplicate.
`MISSING_REQUIRED_FIELD`	Account	`accountId` is missing for the row.
`INVALID_VALUE`	Account	Review the field types and valid values.