Owner Bulk Actions

Owner bulk actions let you make changes across many owner records simultaneously, saving you from editing each owner one by one. Use these tools when rolling out pricing changes, onboarding a group of new owners, or cleaning up your owners list.

Selecting Owners

Before you can apply any bulk action, you need to select the owners you want to update.

1. Go to Owners in the left navigation.
2. Check the checkbox next to each owner you want to include. To select all owners on the current page, check the checkbox in the column header row.
3. Once at least one owner is selected, the bulk actions toolbar appears above the table.

Bulk Action: Set Inventory Pricing

Use this action to apply a pricing tier to all selected owners at once. This is the most efficient way to roll out pricing changes across your portfolio.

1. Select the owners you want to update.
2. In the bulk actions toolbar, select Set Inventory Pricing.
3. Choose one of the available pricing tiers:
   • Cost (No Markup) — owners are billed at cost with no markup applied.
   • Markup — a markup is applied to owner-facing costs.
4. Topkey immediately updates all selected owners and confirms how many were changed.

Bulk Action: Delete

Deleting owners from the bulk actions toolbar archives the selected records — it does not permanently remove them. Archived owners retain their full history and can be restored at any time.

1. Select the owners you want to archive.
2. In the bulk actions toolbar, select Delete.
3. Confirm the action when prompted.
4. Topkey queues a bulk delete operation and displays a link so you can monitor progress.

Bulk Action: More

Selecting More opens the bulk operations modal, which provides additional actions for your selected owners.

Collect ACH Info

Sends a secure link to the preferred contact of each selected owner, allowing them to submit their own ACH banking details directly.

1. Select the owners whose banking information you need to collect.
2. In the bulk actions toolbar, select More.
3. In the modal, choose Collect ACH Info and confirm.
4. Each selected owner's preferred contact receives the secure ACH link.

Combine Payments

Toggles combined payments for multiple owners at once, allowing their payouts to be grouped together when paying out.

1. Select the owners you want to configure.
2. In the bulk actions toolbar, select More.
3. In the modal, choose Combine Payments and set the toggle to the desired state.
4. Confirm to apply the change to all selected owners.

Batch Edit Banking Details

Batch Edit is a dedicated page for updating ACH banking details — account type, beneficiary name, routing number, and account number — across many owners in a single pass. It is separate from the checkbox-based bulk actions and is accessible directly from the owners list header.

Opening Batch Edit

1. Go to Owners in the left navigation.
2. Select Batch Edit from the page header. This opens the Batch Edit Property Owners page.

Editing Banking Details

The Batch Edit page shows all your owners in a table with the following editable columns:

• Beneficiary Name — the name on the bank account
• Account Type — checking or savings
• Routing Number — the bank's routing number
• Account Number — the owner's bank account number

To update an owner's details:

1. Locate the owner's row in the table.
2. Edit any fields you need to change. Fields showing masked values (for example, *****0021) indicate that existing banking details are already on file.
3. If you leave a masked value unchanged, Topkey automatically preserves the existing data — you do not need to re-enter the full number.
4. When you have finished making changes, select Save All Changes.

All updates are saved in a single transaction, so either every change succeeds or none are applied. This prevents partial updates from leaving owner records in an inconsistent state.

Restoring a Deleted Owner

Because bulk deletion archives rather than permanently removes owners, you can restore any deleted record.

1. Go to Owners in the left navigation.
2. Open the actions menu (the icon in the top-right area of the owners list header) and select Show Archived Owners.
3. Locate the owner you want to restore.
4. Open the owner's record and restore them from the archived view.

All historical data — payments, statements, banking details, and property relationships — is preserved and will be available again once the owner is restored.

Exporting the Owners List

You can export your full owners list to a CSV file at any time.

1. Go to Owners in the left navigation.
2. Open the actions menu in the page header.
3. Select Export CSV.

Topkey generates the file and downloads it to your computer. By default, sensitive payment and banking details are masked in the export.

Frequently Asked Questions

Can I undo a bulk delete if I archived owners by mistake? Yes. Archived owners are never permanently deleted. Use Show Archived Owners from the owners list actions menu to find and restore any archived record. All history is retained.

What happens if one owner in a Batch Edit has invalid banking details? The entire batch is rolled back — no changes are saved for any owner until all rows pass validation. Topkey will highlight the rows with errors so you can correct them before saving again.

When I use Collect ACH Info in bulk, which contact receives the secure link for each owner? The link is sent to the preferred (starred) contact with the earliest record for that owner. If an owner has no starred contacts, all of their contacts receive the link. You can adjust an owner's contact preferences from their individual record before running the bulk action.