Bulk actions with clients
TL;DR: From the Clients list, you can select multiple clients and perform bulk operations including contract management, member reassignment, template modification, monitoring changes, and data imports from accounting integrations.
Who can do this
You must have Owner or Administrator permissions to perform most bulk actions.
Some actions (such as editing members) may also be available to managers depending on your company settings.
How to select clients for bulk actions
Select Clients from the main menu.
Click the checkbox beside each client you want to include.
The bulk actions menu appears once one or more clients are selected.
Actions with contracts
Add, replace, or append contracts for multiple clients using templates. You must specify the date from which the new template will be valid.
Add — Apply a new contract template to all selected clients.
Replace — Swap an existing contract template with a new one.
Append — Add a contract template alongside existing contracts.
A valid-from date is mandatory when adding or replacing contract templates in bulk.
Edit members
Reassign or update the members associated with multiple clients at once.
Modify templates
Update task templates for multiple clients in a single operation.
Related articles:
Change monitoring
Enable, disable, or modify monitoring settings for multiple clients at once.
Import data
If you have set up an integration with accounting software, you can trigger data imports for the selected clients. This option only appears when an active integration is configured.
Troubleshooting
The bulk actions menu does not appear after selecting clients
Ensure you have checked the checkbox beside at least one client. If the checkboxes are not visible, try refreshing the Clients page.
Contract template action fails for some clients
Verify that the template you selected is compatible with all selected clients. Some templates may require specific fields or configurations that not all clients have. Also ensure you have set a valid Start Date for the template.
Import data option is not visible
This option only appears when an active accounting software integration is configured. Go to Settings & Apps and verify that your integration is properly set up and active.
Member changes did not apply to all selected clients
Check whether any of the selected clients have restrictions or custom configurations that prevent bulk member changes. Review the results after the operation and manually update any clients that were skipped.