Bulk edit portfolio settings using bulksheet files
Beta feature
A portfolio bulksheet is a file that contains portfolio settings in a specific format and can be used to quickly review and modify the settings. You can generate (download) bulksheets with settings for one or more portfolios. The file is downloaded as an Excel workbook with two worksheets (XLSX format). The workbook includes:
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A read-only Instructions worksheet with information about editing the fields.
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A Portfolio Settings Edit tab, with one row per included portfolio. You can optionally edit the fields as needed, save the file locally, and subsequently upload the edited file to Search, Social, & Commerce.
Download a bulksheet file with portfolio settings
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Select the check box next to each portfolio to include in the bulksheet.
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In the toolbar above the data table, click Bulk Operations > Export Selected Portfolios.
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Enter the name of the bulksheet file to create, and then click Export Now.
The file is saved to your browser’s default Downloads folder.
Upload a bulksheet file with updated portfolio settings portfolio-bulksheet-upload
The file must be XLSX format.
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In the toolbar above the data table, click Bulk Operations > Import Portfolio Details. <!-- Should be “Import Portfolio Settings” – “Details” may be too vague and suggest it may include something else. -->
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In the Import Portfolio Details File dialog:
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Either drag and drop a file into the box, or click Browse File to select a file from your device or network.
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Click Import.
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You can check the status of the upload from the Global Sync Status button (
Notifications are also added to Notification Center, and you can open the Notifications pane from the
Data requirements for uploaded bulksheet files
See the Instructions tab on the downloaded bulksheet file.
For explanations of the portfolio setting columns on the Portfolio Settings Edit tab, see the Optimization Guide, which is available from within Search, Social, & Commerce.