Prerequisites, downloads, available operations, and authentication requirements.
To use the Bulk Management Tools, you need the following:
The Bulk Management Tools worksheet consists of action tabs, action buttons, and a Headers tab. The Headers tab contains the pre-formatted column headers used by the action tabs. The action tabs contain macros that perform your selected bulk operation. To perform a bulk operation, you copy a set of headers into the appropriate action tab, enter header data, and click an action button.
Open the spreadsheet and click an action button to get started.
The table below lists the operations you can perform and items you can manipulate with the Bulk Management Tools worksheets.
Bulk actions appear in tabs at the bottom of the worksheet and include:
The objects you can change in bulk are located under the Headers tab and include:
Bulk operation example
As an example, let's take a look at how to create multiple traits at one time. To create multiple traits in a bulk operation you would:
Bulk changes require authentication. When you select an action, the worksheet prompts you to log in. Because the worksheet makes API calls, you need to configure it to read your secret key. And, the Domain field lets you make bulk changes in a staging/test environment or against your live, production account.
API authentication requirements
To set up API authentication, you must:
When making bulk changes, you'll still have to enter a user name, password, client ID, and domain, but API authentication is automatic.
Domain authentication options
Domain authentication gives you the option to test bulk requests or apply them directly to your production account. Making bulk changes to the test environment won't affect your production account. Production changes are effective immediately. The Domain field accepts the following addresses, depending on the environment you want to work in: