How Can I Bulk-Delete Transactions?

How Can I Bulk-Delete Transactions?


Here are the steps to bulk-delete transactions:
  • Login to your workspace
  • On the left pane, click on "Transactions > All Transactions"
  • Search for transactions
  • This searches all mapped fields
  • For advanced searches (recommended for deletions)
  • Click on "advanced search" on the grey bar
  • Select a field, an operator, and a value
  • Values are auto-completed
  • Values are not needed for "Has Data" or "Is Empty" operators
  • Click on "Search"
  • Add more conditions by clicking on "+"
  • Remove conditions by clicking on "x"
  • Click on the menu dropdown at the top right (next to "Save Query")
  • Select "Delete Transactions"
  • All transactions matching the criteria will be deleted

  • Deletion Is Permanent
    All transactions matching the current criteria will be permanently deleted. This could mean more than just the ones shown in the current view. We recommend you page through records to understand which transactions will be deleted.

    Impact On Credits
    When you delete transactions, corresponding credits (from plan calculations) are deleted. However, this has no impact on rewards, which therefore may need to be re-calculated.

      • Related Articles

      • Who Can Import, Edit, Or Delete Transactions?

        Only full admins can import, update, or delete transactions. Limited admins cannot import, update, or delete transactions. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, ...
      • How Can I Bulk Upload Custom Variables?

        You can always input custom variables one at a time by editing users (or teams) individually, and navigating to their "Custom" tab. However, this is quite inefficient at scale. Bulk-Setting Custom Variables First prepare a spreadsheet with 4 columns: ...
      • How Many Transactions Can I Have?

        We will store the most recent 100,000 transactions for every workspace. Once this limit has been reached, transactions will be deleted (permanently) - starting with the oldest ones. If this is an issue, please contact our support team to request ...
      • How Can I Delete A Saved Query?

        Here are the steps to delete a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Load the query you want to delete (more details) Click on the menu dropdown at the top right (next to "Save Query") ...
      • How Can I Delete A Transaction?

        Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for a transaction (more details) Click on the transaction row Click on "Delete" The transaction will be deleted Impact on Credits When you delete a ...