Bulk Changes Options

Owned by Robin Rodrigue
Last updated: Feb 11, 2016

Bulk changes can be made through the import of a file through Scheduled Tasks or by manually running the import through utilities.

Scheduled Tasks
Manual Bulk Import

Scheduled Tasks

The import file must be in XML format for changes to occur.

 Example

<NewtonBulkChanges> <Customer guid="00000000-0000-0000-0000-000000000000"> <Adjustment> <!--Make a $10.00 correction--> <Type>Correction</Type> <ReimbursableOnly>0.00</ReimbursableOnly> <Unallocated>10.00</Unallocated> </Adjustment> <Firstname>John</Firstname> <!--Change first name to John--> <RemoveSubscription> <CafeteriaGuid>00000000-0000-0000-0000-000000000000</CafeteriaGuid> </RemoveSubscription> <AddSubscription> <Type>Guest</Type> <Expires>2014-04-01</Expires> <CafeteriaGuid>00000000-0000-0000-0000-000000000000</CafeteriaGuid> </AddSubscription> <DistrictPOSID /> <!--Clear DistrictPOSID --> <DistrictPOSID>12345</DistrictPOSID> <!--Change District POSID to 12345 --> <LegacyPOSID /> <!--Clear LegacyPOSID --> <LegacyPOSID>12345</LegacyPOSID> <!--Change Legacy POSID to 12345 --> </Customer> <POSCustomer guid="00000000-0000-0000-0000-000000000000"> <POSID>12345</POSID> <!--Change POSID to 12345 --> </POSCustomer> </NewtonBulkChanges>

  1. From the Administration and Maintenance tab, locate and click Advanced Setup. Then, choose Scheduled Jobs.
  2. You may choose an existing job and click Edit or Add to create a new scheduled job.
  3. Click Add Task.
  4. Select Import Bulk Changes. Then, click Ok.
  5. Use the ellipsis icon to locate and select the file on your local or network drive and click Open. Then, click Ok.
  6. Click Ok in the Edit Scheduled Job window to apply changes. Then, click Close in the Scheduled Job Maintenance window.

Manual Bulk Import

  1. From the Utilities tab, locate and click Advanced. Then, choose Import Bulk Changes.
  2. Use the ellipsis icon to locate and select the file on your local or network drive and click Open. Then, click Ok.