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Bulk Data Operations

“Bulk data operations” in PayRequest today means two things: mass-updating existing records with Bulk Actions, and pulling records out to CSV with Export. Both live in the same place and share the same selection tools.
There is currently no CSV import tool for creating customers, products, invoices, or orders in bulk — records are created individually or through the checkout/API flow. If you need to migrate a large dataset into PayRequest, contact support.

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Where to Find It

Go to Dashboard → Bulk Actions (/bulk). From there you can:
  • Select items manually, or filter by tag with AND/OR logic
  • Apply a mass action (price adjustments, pause/resume/cancel subscriptions, tag changes, status updates, and more depending on entity type)
  • Export the selected items to CSV
For the full list of supported actions per entity, see Bulk Operations. For CSV export details (columns, filters, file naming), see Export Functions.

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Working With Larger Datasets

Use tags to segment large datasets before running a bulk action. Tagging a group first (e.g. “Q3 Price Review”) lets you select exactly the right records with AND/OR tag logic instead of paging through everything manually.
  • Every bulk action is validated before it runs — errors block execution, warnings let you proceed with caution
  • Every action is logged in the Bulk Actions history with the entity type, action, item count, and result, so large changes stay auditable
  • For read-only analysis of large datasets, export to CSV and work in a spreadsheet rather than paging through the dashboard

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FAQ

Not today. PayRequest doesn’t have a self-service CSV import tool for customers, products, invoices, or orders. If you’re migrating from another platform, reach out to support.
They’re the same feature described from different angles. This page is a quick pointer; Bulk Operations covers every mass-update action in detail, and Export Functions covers CSV export specifically.
You can read and write records programmatically via the API, which is often a better fit for scripted, recurring, or large-scale data operations than the dashboard UI.

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Next Steps

Bulk Operations

Full list of mass actions by entity type

Export Functions

CSV export details and column reference