> For the complete documentation index, see [llms.txt](https://faq.finerymarkets.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://faq.finerymarkets.com/product-features/control-center/bulk-edit.md).

# Bulk Edit

Mass changes to the configuration using spreadsheet upload

Bulk edit is a function for parameters mass configuration across all clients via uploading a .CSV file.

### Which parameters are supported:

* CP limits per assets
* Short sales bans
* Instrument whitelisting
* Bid & ask markups per instruments

### How does the feature work?

**Step 1**. Click the 'Bulk edit..." button in the Assets & Instruments.

* Assets section (for limits per asset and short sales bans)
* Markups (for bid & ask markups per instruments)
* Whitelisting section (for instrument whitelisting)

<figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2Fxwl15xxoKusZ36hPKLVl%2FScreenshot%202026-01-09%20at%2018.05.10.png?alt=media&amp;token=538ef89f-269c-49db-a49f-9f5a8378ec9a" alt=""><figcaption></figcaption></figure>

**Step 2**. Create a new template.&#x20;

* Choose the assets, counterparties, and adjustments you want to edit.
* Export the .CSV template with your current configuration data.

<figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FJsR24FqKWPyzNboFHI6U%2FScreenshot%202024-05-24%20at%2015.17.45.png?alt=media&amp;token=4dc34506-c91f-45a9-9c0b-32c90d5dbb1c" alt=""><figcaption></figcaption></figure>

**Step 3**. Edit the .CSV

* Open the downloaded .CSV file in your preferred spreadsheet application.
* Modify the data as needed, using tooltips in the top cells for the data format guidance.
* Save the file once all changes are made.

<div><figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FOmaabn6JvqoowNYFDjaj%2FScreenshot%202024-05-24%20at%2015.24.24.png?alt=media&amp;token=8a106f1d-d637-4d20-b39e-275c7fd7ac95" alt="" width="563"><figcaption><p>Downloaded file</p></figcaption></figure> <figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FUUolikYdzTMUDxUR2tRF%2FScreenshot%202024-05-24%20at%2015.25.57.png?alt=media&amp;token=e6199d36-85d3-410a-b069-c26e44ac410a" alt="" width="563"><figcaption><p>Edited file</p></figcaption></figure></div>

**Step 4.** Import the new file. Check that the format is .CSV

<figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FYER4KTUcCKU4M4oxX8oi%2FScreenshot%202024-05-24%20at%2015.31.07.png?alt=media&amp;token=185c1d3a-8069-43e6-ae69-505b6f72599b" alt=""><figcaption></figcaption></figure>

**Step 5.** Check the changes and start the config update by clicking the Update button

<figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FJzjZNKpCss3DE6AFMGK7%2FScreenshot%202024-05-24%20at%2015.29.59.png?alt=media&amp;token=f68c34a9-4a2e-4831-a333-3e30bac8b521" alt=""><figcaption></figcaption></figure>

**Step 6.** The changes are applied to the system. You may use the feature again by uploading the same template with new changes.
