Tenant Management

Bulk Operations

Efficiently manage multiple tenants with bulk operations. Perform batch actions across multiple tenants, import/export data in bulk, and streamline tenant management tasks.

10 min read

Introduction

Bulk operations in bVAT allow you to perform actions across multiple tenants simultaneously, saving time and ensuring consistency. Whether you're managing multiple businesses, migrating data, or performing administrative tasks, bulk operations streamline the process.

Common use cases for bulk operations include:

  • Managing multiple business profiles (tenants)
  • Bulk data import from legacy systems
  • Exporting data for backup or migration
  • Updating settings across multiple tenants
  • Bulk user management operations

Important Notes

  • • Bulk operations require Admin or Owner role permissions
  • • Operations are logged for audit purposes
  • • Large operations may take time to complete
  • • Always verify results after bulk operations
  • • Some bulk operations may be available only to system administrators

Available Bulk Operations

Bulk Tenant Export
Export data from multiple tenants at once

Use Cases:

  • Backup data from all tenants
  • Prepare data for migration
  • Generate compliance reports across tenants
  • Archive tenant data
  • Transfer data to external systems

Process:

  1. Select tenants to export
  2. Choose export format (CSV, JSON)
  3. Select data types to include
  4. Initiate bulk export
  5. Download exported files

Note: Exports are processed asynchronously for large datasets. You'll receive notification when export is complete.

Bulk User Management
Manage users across multiple tenants

Use Cases:

  • Add users to multiple tenants
  • Update user roles across tenants
  • Remove users from multiple tenants
  • Bulk invite users
  • Synchronize user access

Process:

  1. Select target tenants
  2. Choose users to manage
  3. Select operation (add, update, remove)
  4. Configure settings (roles, permissions)
  5. Execute bulk operation

Note: Bulk user operations require appropriate permissions. Changes are logged for audit purposes.

Bulk Data Import
Import VAT data into multiple tenants

Use Cases:

  • Migrate data from legacy systems
  • Import historical VAT data
  • Bulk entry creation
  • Data synchronization
  • Initial tenant setup

Process:

  1. Prepare data in required format
  2. Select target tenants
  3. Upload data files
  4. Validate data format
  5. Review import preview
  6. Execute import

Note: Data import requires proper formatting. Validation errors must be resolved before import completes.

Bulk Settings Update
Update settings across multiple tenants

Use Cases:

  • Update business information
  • Change reporting frequencies
  • Modify VAT registration details
  • Update contact information
  • Synchronize configuration

Process:

  1. Select tenants to update
  2. Choose settings to modify
  3. Enter new values
  4. Preview changes
  5. Apply updates

Note: Bulk settings updates affect all selected tenants. Review changes carefully before applying.

Data Format Requirements

CSV Format
Comma-separated values format

Use Case:

Bulk import/export of VAT entries

Requirements:

  • Proper column headers matching bVAT field names
  • Date formats: YYYY-MM-DD
  • Numeric values without currency symbols
  • UTF-8 encoding
  • No special characters in headers

Example:

invoice_date,vendor_name,product_total,vat_amount
JSON Format
JavaScript Object Notation format

Use Case:

Full tenant data export/import

Requirements:

  • Valid JSON syntax
  • Proper data structure matching bVAT schema
  • All required fields present
  • Valid data types for each field
  • Proper nesting for related data

Example:

{"tenant": {...}, "users": [...], "vat_entries": [...]}

Best Practices

Before Bulk Operations
  • Backup data before performing bulk operations
  • Test operations on a small subset first
  • Verify you have appropriate permissions
  • Review operation scope to ensure correct tenants are selected
  • Check data format requirements for imports
During Bulk Operations
  • Monitor operation progress
  • Don't close browser or navigate away during operations
  • Keep operation logs for reference
  • Wait for completion confirmation
  • Review any warnings or errors reported
After Bulk Operations
  • Verify results in affected tenants
  • Check operation logs for any issues
  • Confirm data integrity
  • Update documentation if needed
  • Notify relevant team members of changes

Common Issues & Troubleshooting

Bulk operation failed partway through

Check operation logs for specific errors. Some tenants may have been processed successfully. Re-run operation for failed tenants only. Verify data format and permissions.

Import data format errors

Review data format requirements. Check date formats, numeric values, and required fields. Use the validation preview before importing. Fix errors and re-upload.

Bulk operation taking too long

Large operations may take time. Check operation status. Don't close browser. Consider breaking into smaller batches. Contact support if operation appears stuck.

Wrong tenants selected

Review tenant selection carefully before executing. Use filters to narrow selection. Cancel operation if wrong tenants are selected. Double-check before confirming.

Permission denied for bulk operation

Ensure you have appropriate permissions (typically Admin or Owner role). Check tenant access. Contact your administrator if permissions are needed.

Related Articles

Creating Tenants
Set up new business profiles
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User Roles & Permissions
Configure access levels for team members
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Data Isolation
Understanding tenant data separation
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Next Steps
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