Batch Account Status Update

The Batch Account Status Update page allows you to change the status of multiple accounts at once by uploading a pre-formatted spreadsheet file. This is useful when you need to activate, deactivate, or update the standing of a large number of accounts simultaneously, rather than updating each account individually. This guide will walk you through the batch account status update process.

Accessing Batch Account Status Update

1. Log into the application using your credentials.

2. From the dashboard, navigate to Data Upload in the side menu.

3. Expand Data Upload and Select Batch Account Status Update from the dropdown list

Updating Account Statuses in Bulk

1. Click Download Batch Account Status Update Format to download the pre-formatted spreadsheet template

2. Populate the template with your account data and save the file in .xlsx format

3. Click Browse or drag and drop the completed file into the upload area

4. Toggle Enable Preview to review the file contents before submission if required

5. Click Create Account Status; a confirmation modal will appear asking: "Are you sure you want to Create Batch Account Status Update?"

6. Click confirm to proceed

📌If the system cannot locate a record to update, an error message will be displayed. Verify that all account numbers in your file exist and are active before submitting.