Bulk balance adjustments allows panel managers to adjust the balances of multiple panelists in one action using a CSV file. This allows you to effectively manage panelist incentives and account corrections in bulk.
To use this feature:
Select trust & safety > bulk balance adjustments in the main menu.
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Click the download CSV template link to view the required layout for the file.
Drag and drop the CSV file in the upload section.
Select execute bulk operation to continue.
A summary of the adjustments displays, allowing you to review and confirm the actions.
Click confirm.
The balance adjustments are applied to panelist accounts, and the system updates the balance ledger accordingly. All bulk adjustments are logged and can be audited, with the ability to track which panel manager performed the action for accountability.