Guides

Bulk Move Merchants

Suggest Edits

There may be times when you need to perform bulk actions against a set of Merchants.
For example:

  • Moving multiple Merchants to a selected Plan
  • Changing Plans for several Merchants  

 

Merchants Bulk Move

  1. To begin, access your Merchant Portfolio through 'Merchants' in the left-hand navigation pane

  2. Choose between 'ACTIVE MERCHANT' or 'INACTIVE MERCHANT' tabs as appropriate for the group of Merchants you wish to action

  3. Using the checkboxes in the left column, select specific Merchants you wish to move in your Merchant Portfolio, or use the table header checkbox at the top to select all Merchants

  4. Once you've selected the Merchants you wish to action, select the dropdown arrow in the upper right, adjacent to 'Merchant Actions'

  5. Selecting 'Move Merchant(s)' will open the Change Merchant Plan drawer

  6. From here, you'll be able to confirm the Merchants you wish to move, and select the destination Plan

In the case some of your Merchants do not have the required Connections for your intended Plan, you may uncheck their boxes individually within the Change Merchant Plan drawer, and continue with the move

  1. Next, elect for the move to happen either immediately, or on a scheduled future date

 

📘

Exceptions

In the event the system is unable to move your selected Merchants, you will be presented with the names of the Merchants which cannot be moved, together with an explanatory error message to aid in addressing any exceptions before proceeding.

 

 

 

Scheduling Bulk Moves for the Future

  • If you wish to schedule the move for a future date or time, select 'Schedule for Later' in the Merchant Plan Drawer.

  • Then assign a descriptive name to your move, set your desired date and time, and select 'CONTINUE'

  • Click 'CONTINUE' & confirm the details of your move

 

 

 

 

Editing Scheduled Moves

 

  • To edit scheduled moves, or review moves that have been completed, navigate to the 'SCHEDULED MOVES' tab at the top of your Merchant Portfolio page

  • Clicking the 'Edit' option on a scheduled move enables review of a move's details, as well as the option to 'Cancel Scheduled Move'

 

 

 

  • Selecting the 'View' option of a previously scheduled move will display the details of the move that has occurred.

Updated about 1 year ago