Introduction

If you need to add, replace, or remove agents for multiple customers at once in TRAEDE, you can use the bulk update tool in the customer list. This is especially helpful when onboarding a new agent or transferring customer ownership between agents.

This guide walks you through filtering, selecting, and applying changes to customer-agent relationships in bulk.

Step 1: Create the agent

Before starting, make sure the agent you want to assign already exists in TRAEDE.

📌 You can follow this guide to create an agent if needed.

Step 2: Go to your customer list and apply filters

1. Navigate to Customers in TRAEDE.

2. Apply filters to narrow down the customers you want to update.

   • Example: filter by Country to only show Danish customers.

Step 3: Select the customers

1. Manually select specific customers, or

2. Use the checkbox to select all customers on the filtered list.

💡 Tip: Increase results per page (e.g., up to 100 customers) to update more at once.

Step 4: Bulk update agent data

1. Click Actions > Bulk update data.

2. Choose the Agent field.

You’ll have 3 options:

• Remove agent: Detach any assigned agents.

• Set agent as only agent: Replace any existing agents with the selected one.

• Add new agent: Add an additional agent without removing others.

Step 5: Select the agent and apply update

1. Choose the desired agent from the dropdown.

2. Select the action (e.g., Set agent as only agent).

3. Click Update.

✅ The selected agent will now be reflected across all chosen customers.