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Operate - Bulk Push Operate to Platform

This allows you to push all eligible accounts from Operate to Platform by location.

Che Ashwell avatar
Written by Che Ashwell
Updated yesterday

Please ensure you have synced your Operate locations with Platform before attempting a bulk push, you can do this by following this article Syncing Operate to Platform | Operate.

Once your location is synced you are able to bulk push all accounts with an active license from your Operate location to the synced Platform location.

Firstly navigate to Settings>Integrations>Operate to Platform

Then Open your integration.

You will now see the option to "Push Eligible Accounts to Platform" button.

When pushed, this will carry out the "Send to Platform" process for every account at the chosen location. Only active accounts with an active license will be pushed as long as no accounts are found already existing with that name on your Platform environment.

There will be a short delay while the accounts are created at your Platform location.

Confirmation or reason an account is not pushed can be found in the "See events" section of a selected Account.

You can also now add "Send to Platform" in your filters for your list view to see the status of your accounts, accounts will be identified as sent by a True status, or False if an account has not been sent to Platform.

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