Bulk Opt-Out

Bulk Opt-out is to update a large number of accounts that are eligible to Opt-Out, and users with Admin and Back Office Management have permission to do the Bulk Opt-Out. There is an option to bulk upload a CSV or Excel file with Opt-out accounts on the customer page:

Open

The file to be uploaded

The file must contain below fields:

• Account ID

• Contract ID (contract reference of the ESF contract to be opted-out)

Bulk Opt-Out validation:

Account Number and Contract number should be validated, if these number are not validated then they should not be processed and they should shown as not being processed in the preview.

Test:

Open

Preview: