# Bulk Operations

You can perform bulk operations to apply the same action to multiple trading accounts at once. This helps you manage trading accounts more efficiently without needing to repeat steps individually.

To start:

1. Select the trading accounts you want to perform the operation on.
2. A list of available bulk operations will appear for selection. You will also see the total number of clients you have selected.\\

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3. Follow the specific steps for each operation accordingly:

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Modify Leverage</strong></td><td>This action will change the leverage for the selected trading accounts.</td><td><ol><li>Select the leverage from the dropdown list. </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> to notify clients of the leverage change. </li><li>Click <strong>“Confirm”</strong> to proceed.</li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FhK46D9OVe8GTZM4R3E9H%2Fimage.png?alt=media&#x26;token=62182e46-f011-4a80-9cfe-f8d612314408" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Modify Group</strong></td><td>This action will change the group assigned to the selected trading accounts. </td><td><ol><li>Select the group from the dropdown list. </li><li>Click <strong>"Confirm"</strong> to proceed.</li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F8evhxQ5aNRBgpwijFnSu%2Fimage.png?alt=media&#x26;token=fec82561-2087-4125-9832-8902dafd7935" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Modify Account Type</strong></td><td>This action will change the account type for the selected trading accounts.</td><td><ol><li>Select the account type from the dropdown list. </li><li><p>Click <strong>“Confirm”</strong> to proceed.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fjy5MUu0NDKEX52gnCEaZ%2Fimage.png?alt=media&#x26;token=63a69261-eddf-467a-a997-57df0a970c56" alt=""><figcaption></figcaption></figure></div></li></ol></td><td><ol start="3"><li><p>A confirmation popup will appear—click <strong>“Confirm”</strong> again to finalize the change.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FMze8VZXFTtowYko4An2g%2Fimage.png?alt=media&#x26;token=bed36200-3a14-4ba5-8189-a29677097583" alt=""><figcaption></figcaption></figure></div></li></ol></td><td></td></tr><tr><td><strong>Deposit</strong></td><td>This action will batch deposit funds into the selected trading accounts.</td><td><ol><li><p>Select the method of batch deposit: </p><ol><li><strong>Deposit</strong> - Direct batch deposit to selected accounts.</li><li><strong>Batch Deposit (Excel)</strong> - Batch deposit to accounts via Excel upload.</li></ol></li></ol></td><td><ol start="2"><li><p>For <strong>Deposit:</strong></p><ol><li>Fill in the amount to deposit. </li><li>The amount will be in the trading account's base currency. </li><li>Enter a comment for the deposit (optional). </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> to notify clients of the deposit. </li><li>Click <strong>"Confirm"</strong>. <br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FbOC6KFlirwAu67QmVxAX%2Fimage.png?alt=media&#x26;token=fa3894e9-498b-4625-8503-66d9581c5220" alt=""><br></li></ol></li></ol></td><td><ol start="3"><li><p>For <strong>Batch Deposit (Excel):</strong> </p><ol><li>Download the excel template. </li><li>Fill in the required fields in the Excel. Ensure the file includes the header row. A maximum of 1,000 records can be imported at a time. </li><li>Upload the completed file. </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> to notify clients of the deposit. </li><li>Click <strong>"Confirm"</strong>. <br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FpFmeHOPRHdTGzvXoavIW%2Fimage.png?alt=media&#x26;token=cf18b6e4-e76c-4c26-850e-4eb9f064a13f" alt=""><br></li></ol></li></ol></td></tr><tr><td><strong>Withdrawal</strong></td><td>This action will batch deposit funds into the selected trading accounts.</td><td><p>Select the method of batch withdrawal: </p><ol><li><strong>Withdrawal</strong> - Direct batch withdrawal from the selected accounts.</li><li><strong>Batch Withdrawal (Excel)</strong> - Batch withdraw from accounts via Excel upload.</li></ol></td><td><p>For <strong>Withdrawal:</strong></p><ol><li>Fill in the amount to withdraw. </li><li>The amount will be in the trading account's base currency. </li><li>Enter a comment for the withdrawal (optional). </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> to notify clients of the withdrawal. </li><li>Click <strong>"Confirm"</strong>. <br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fn6pjb2URsgMD1UYC7mTP%2Fimage.png?alt=media&#x26;token=9224a038-9e85-4319-8fee-8d2cd750ce78" alt=""><br></li></ol></td><td><p>For <strong>Batch Withdrawal (Excel):</strong> </p><ol><li>Download the excel template. </li><li>Fill in the required fields in the Excel. Ensure the file includes the header row. A maximum of 1,000 records can be imported at a time. </li><li>Upload the completed file. </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> to notify clients of the withdrawal. </li><li>Click <strong>"Confirm"</strong>.<br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FBdBsVHiDr5KNEBK7Ic8c%2Fimage.png?alt=media&#x26;token=9ee86dcc-c655-4f70-9ecc-e3890bc58394" alt=""><br></li></ol></td></tr><tr><td><strong>Credit</strong></td><td>This action will batch credit in or out funds into the selected trading accounts.</td><td><ol><li>Select <strong>"Credit In"</strong> or <strong>"Credit Out"</strong>.</li><li>Fill in the amount to credit. </li><li>The amount will be in the trading account's base currency. </li><li>Select <strong>"Send email notification"</strong> or <strong>"Send pop-up notification"</strong> to notify clients of the credit. </li><li>Click <strong>"Confirm"</strong>.<br></li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3HzBPetSVIC1v4XW57EL%2Fimage.png?alt=media&#x26;token=18f26795-d13b-4867-8ed3-d17e7b3f4e10" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Modify Login Status</strong></td><td>This action will batch amend the login status of the selected trading accounts.</td><td><ol><li>Select <strong>"Enable"</strong> or <strong>"Disable"</strong>. </li><li>Click <strong>"Confirm"</strong>. </li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FxuFSOQY6XeY3lIs5dutC%2Fimage.png?alt=media&#x26;token=c5d0dd85-86f4-4eeb-b9cc-03bc67ba3601" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Modify Trading Status</strong></td><td>This action will batch amend the trading status of the selected trading accounts.</td><td><ol><li>Select <strong>"Enable"</strong> or <strong>"Disable"</strong>. </li><li>Click <strong>"Confirm"</strong>. </li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FmBuUvGHotxFIap52aCGJ%2Fimage.png?alt=media&#x26;token=a6b64fcc-a261-4ff2-a7c5-869a18845cae" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Delete</strong></td><td>This action will batch delete the selected trading accounts.</td><td><ol><li>A confirmation popup will appear, showing the full list and number of trading accounts selected.</li><li>You may deselect any clients you do not wish to delete.</li><li>Click <strong>“Delete Permanently”</strong> to proceed.</li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FadBflUA0q6pS6vp52K0x%2Fimage.png?alt=media&#x26;token=223aac20-9a5b-426d-b953-7c5128a5112f" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Enable One-Time Password</strong></td><td>This action will batch enable or disable One-Time Password for the selected trading accounts.</td><td><ol><li>Select <strong>"Yes"</strong> or <strong>"No"</strong>. </li><li>Click <strong>"Confirm"</strong>. </li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FAzaTf0eAhUrhlmT7wCr9%2Fimage.png?alt=media&#x26;token=645a03e8-e0a0-4ae7-96c7-f5af3b83f369" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Send Reports</strong></td><td>This action will batch enable or disable the sending of trading statements for the selected trading accounts. </td><td><ol><li>Select <strong>"Yes"</strong> or <strong>"No"</strong>. </li><li>Click <strong>"Confirm"</strong>. </li></ol></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FvmdW172AaWIisc41wM26%2Fimage.png?alt=media&#x26;token=4deb2ed7-d3d9-45dd-b358-853a0bdc2d95" alt=""><figcaption></figcaption></figure></div></td><td></td></tr></tbody></table>

4. Once you confirm the action, a popup notice will inform you that the batch operation is being processed. Click **“Confirm”** to proceed.\
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5. You will be redirected to the batch operation page. For more details, refer to:  [batch-operation](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/18.-other-functionalities/batch-operation "mention")\\

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