Bulk Operations

This guide covers performing bulk actions on multiple tenants in the Perfex CRM SaaS Module.

Available Bulk Operations

You can manage multiple tenants at once through the Perfex CRM admin panel:

Via Customers List

1. Go to Customers in the main Perfex CRM sidebar
2. Filter by SaaS tenants if needed
3. Select multiple customers using the checkboxes
4. Use the bulk actions dropdown to perform operations

Common Bulk Tasks

Task	Where	Notes
Change plan	Tenant profiles	Open each tenant and update plan individually
Extend subscription	Tenant profiles	Adjust expiry date per tenant
Export data	Customers	Use Perfex CRM's built-in export for customer lists

Best Practices

• Backup before bulk changes — When modifying many tenants, ensure you have recent backups
• Test on one tenant first — Verify the change works correctly before applying to many tenants
• Use filters — Filter by plan, status, or expiry date to target the right tenants

API for Bulk Operations

For programmatic bulk operations, use the REST API. The API allows you to:

• List tenants with filters
• Update multiple tenants via scripts
• Create tenants in bulk

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Automation: Power users can combine the API with scripts to automate bulk tenant management tasks.