Managing Bulk Operations

Accessing the Bulk Operations screen

1. Go to the Cards screen
2. Click Bulk Operations above the card list

The screen displays all unprocessed bulk operations uploaded by you and other users in your organisation.

Understanding the Bulk Operations table

Each row in the list represents one uploaded file. Here's what each column shows:

Created: The date and the file was uploaded

Bulk Name: The filename of the uploaded CSV

User: The person who uploaded the file

Status: Where the file is in the import or processing workflow (see statuses below)

Operations: The total number of card operations in the file

Searching and filtering

To search the list:

Type a keyword (like a filename or user name) into the search box above the table on the left.

To filter or sort a column:

Click the ⋯ icon next to any column header. You can sort ascending or descending, or filter to show only specific values.

This is especially helpful when you have multiple bulk operations in progress and need to find a specific file quickly.

Collaborating with your team

All users in your organisation can see bulk operations uploaded by anyone on the team. This means you can:

• See what colleagues are working on and avoid duplicate work
• Help fix errors in files uploaded by others
• Organise work by use case or supplier by using descriptive filenames

For example, if you're managing cards for multiple suppliers, you might upload separate files named “Hotel_Bookings_Jan2026.csv” and “Airline_Tickets_Feb2026.csv” so your team can easily identify and work with the right batch.

Understanding statuses

Your bulk operation moves through different statuses during import and processing:

Submitted: Your file is being imported and validated. This usually takes a few seconds, but may take a couple of minutes for large files (around 1,000 rows).

Valid: All operations have been imported successfully with no errors detected. You're ready to review and process the file.

Contains Errors: One or more operations have validation errors that need attention. Don't worry—you can still process the valid operations while you fix the errors.

Processing: Card operations are being performed. Once all operations complete successfully, the file is removed from the list automatically. If any operations fail, the file remains with a “Contains Errors**”** status so you can retry the failed operations.

Note: Once a bulk operation is fully processed and removed from the list, it cannot be retrieved or viewed again. If you need to keep a record of completed operations, ensure you keep a copy of the uploaded CSV file.

Deleting unprocessed bulk operations

If you've uploaded a file by mistake or no longer need to process it, you can delete it from the list.

To delete a bulk operation:

1. Click the checkbox at the beginning of the row
2. Click Delete in the toolbar at the bottom of the table
3. Click Yes, Delete to confirm

Note: You can only delete one bulk operation at a time. Once deleted, the file and all its operations are permanently removed.

Need more help with Bulk Operations? 

• Overview
• Creating and Formatting the CSV File
• Uploading the CSV File
• Reviewing and Processing Bulk Operations