Bulk operations

Managers, admins and owners can act on several valuations at once from the Valuations list.

Selecting

Tick the checkbox on each row, or the header checkbox to select the whole page. A bar appears showing how many are selected.

Actions

• Update Status: move the selected valuations to Draft, Pending Review, Approved, Rejected or Archived. Only moves allowed from each valuation's current status succeed — for example, an approved valuation can only be archived. Moving a draft to any other status uses one of your plan's monthly valuations, just as submitting it from the wizard does.
• Generate Certificates: queue certificates for up to 50 valuations. Only approved valuations are queued; drafts and pending ones are skipped.
• Export Selected: download the selected valuations as a CSV file.
• Delete (admins and owners): permanently deletes the selected valuations after you confirm.

A batch can hold up to 100 valuations.

Importing valuations from a CSV file

Managers, admins and owners can bring in valuations kept in another system or a spreadsheet:

1. On Valuations, select Import.
2. Select Download Template for a CSV file with every column the import reads.
3. Fill in one valuation per row. title, category, location, retail_value and customer_name are required. customer_email is optional for a draft. Write numbers as plain digits (2500.00, not 2,500 or £2,500) and dates as YYYY-MM-DD; a row that doesn't is rejected rather than guessed.
4. Drop the file into the window (CSV only, up to 10 MB and 10,000 rows per preview). Nothing is uploaded or saved yet.
5. Under Match your columns, choose which spreadsheet column belongs to each field. Matching names are selected for you. Check the first five rows in Preview before import. Every row is checked for missing required values, email format and plain-number format, including rows outside the preview. Columns marked Do not import are left out; their names are shown before you continue.
6. Fix any listed issues in your spreadsheet, then choose the corrected file. Select Import only when the preview is ready. Permissions, duplicates, plan limits and finalised-valuation rules are still checked by the server, so a ready preview is not a promise that every row will be accepted.

What each row becomes:

• category is the item type. Use jewellery, watch, antique, general, collectible or gemstone_loose so the valuation matches the category filter on Valuations.
• currency is a three-letter code such as EUR, GBP or USD. Leave it empty to use your default currency from Settings > Regional. retail_value_text can be left empty: the value in words is always written for you from retail_value and currency.
• status is optional. Empty means draft; you can also use pending_review, approved, rejected or archived. A row that isn't a draft is finalised: it needs a real customer name and email, an item title, a location and a value, and it uses one of your plan's monthly valuations. If the monthly limit is reached part-way through, the import stops at that row and says so; the rows before it are kept.
• reference is optional. Leave it empty and each row gets the next reference number, as in the wizard. A row whose reference is already on file counts as a duplicate: Skip duplicate records (on by default) leaves it untouched; switch it off and tick Update existing records if found to update drafts and pending valuations from the file instead. Approved, rejected and archived valuations are never changed by an import — create an amendment instead. Setting a draft amendment to approved in the file replaces its original, exactly as approving it in the app does.
• A valuation is linked to the customer on file with the same email address, so it appears in that customer's portal.

When the import finishes you see how many rows were imported, skipped or rejected, with the row number and reason for each rejected row.

After bulk generation

Certificates are generated in the background. Each valuation's certificate status updates as it finishes; if one fails, the rest still complete, and you can try the failed one again from its valuation page.