Bulk Editing
Bulk Editing (Bulk Editing)
This section is a powerful tool for global management of your exchanger's key settings. Instead of changing parameters for each direction or currency one by one, you can bulk update large groups of data in a single action. This significantly saves the administrator's time and prevents errors, especially when working with a large number of currencies and directions.
The section contains six separate tabs, each responsible for its own type of settings.
Tab 1: Currency annotation (Currency annotations)
Purpose: This tab is intended for bulk editing of text descriptions (annotations) that users see when selecting a currency for exchange. These descriptions help customers correctly choose the appropriate network or wallet type (for example, "USDT (TRC20)", "BTC (Bitcoin Network)").
Detailed description of fields and functions:
Language: The choice of language for which the changes will be applied. This allows you to bulk update descriptions for each language separately (e.g., Ukrainian, English, Russian).
Base currency: A filter to select the currency whose descriptions need to be changed. For example, when selecting "USDT", all subsequent actions will be applied to all directions using USDT.
Category: An additional filter for finer selection of currencies by their internal code.
Annotation from: A text field for entering the description that the user will see when they choose this currency as the one they give (sell).
Annotation to: A text field for entering the description that the user will see when they choose this currency as the one they receive (buy).
Clear annotation: A checkbox. If enabled and changes are saved, this will bulk delete all text descriptions for the currencies selected by the filters.
Practical use: You launch a new network for USDT (for example, Polygon). You select base currency USDT, language Ukrainian and bulk set the Annotation to field for all directions where the user receives USDT to the value for Polygon.
Tab 2: Direction limits (Direction limits)
Purpose: Bulk configuration of minimum and maximum amounts for exchange directions. This helps control risk and manage liquidity.
Detailed description of fields and functions:
Min amount: A field to enter the minimum amount that a user can exchange at one time for the selected directions.
Max amount: A field to enter the maximum exchange amount.
TO base currency: The main filter. You select the currency that the user gives (e.g., BTC). This will determine the list of available directions.
Directions: A dropdown list populated with all directions based on the currency selected in the TO base currency field (e.g., "BTC → UAH", "BTC → USDT"). You can select a specific BTC direction to apply limits to all directions where the user gives BTC.
Practical use: You want to raise the minimum exchange amount for all directions where BTC is given because of high network fees. You select TO base currency: BTC, Directions: All, enter the new value in Min amount and save.
Tab 3: Balance (Balance)
Purpose: Bulk update of balance values displayed in the system for your reserves. This is critically important for liquidity control and automatic closing/opening of directions.
Detailed description of fields and functions:
Amount: A field to enter the new balance value.
Base currency: A filter to select the currency whose balance you want to update (e.g., USDT).
Currencies: A dropdown list that offers all currencies associated with the selected base. Usually the "All" option is chosen here to update the balance for all corresponding directions.
Practical use: You replenished your USDT reserve wallet by 50,000 USDT. To have the system reflect this new balance and open directions for larger amounts, you select Base currency: USDT, Currencies: All, enter the new value in Amount and save.
Tab 4: Merchant description (Merchant description)
Purpose: Bulk management of text descriptions of payment systems (merchants) that the user sees when creating an order.
Detailed description of fields and functions:
Merchant: A filter to select the desired merchant.
Currency: A filter to select the currency for which the description will be applied.
Text fields for descriptions (English, Ukrainian, Russian): Large text fields for entering informational messages that will be shown to the user when selecting this merchant and currency.
Practical use: You have important information for clients who top up UAH via Privat24 (for example, about a fee). You select Currency: UAH and enter the warning text in the fields for the required languages.
Tab 5: Direction percents (Direction percents)
Purpose: Bulk configuration of the profit percentage (margin) for whole groups of currencies. It affects the final rate that the user sees.
Profit % – a multiplier to the base exchange rate that determines our margin. For example, if the base rate from the exchange is 1 BTC = 50,000 USDT, and the Profit value = 0.5, or 0.95 then the final rate for the user will be: 50,000 × (0.5) = 25,000 USDT. 50,000 × (0.95) = 47,500 USDT. This is how the exchanger's profitability is implemented.
Profit (Referral %) – the percentage that is credited to a partner in the referral program. This value does not affect the rate but is used to calculate the reward.
Features of Bulk Edit operation:
Edits are applied to all directions that fall under the selected filter (for example, by From currency = USDT (TRC20)).
Changes are reflected directly in the admin panel in the corresponding directions.
The functionality is convenient when you need to quickly change the margin for a group of directions or adjust percentages for referrals.
This allows centralized management of markup policy and partner rewards without changing each direction manually.
Tab 6: Auto withdraw integrations (Auto withdraw integrations)
One of the most important subsections responsible for configuring automatic payouts. Here you can both create new integrations and edit or delete existing ones.
Available actions:
Add/Edit integration: creating a new integration or configuring an existing integration for a specific currency.
Replace integration: the ability to switch from one integration to another.
Min amount / Max amount: defining the range of amounts for auto payout operations.
Delete integration: allows you to remove a specific integration for the selected currency.
Delete all integrations: complete clearing of integrations for the selected currency, which may be necessary when fully disabling auto payouts.
This block provides flexibility and control over payment channels, allowing quick responses to changes in payment systems or wallets.
Tab 7: Auto-generated directions
Now in this section you can enable or disable all auto-generated directions.
Auto-generated directions are currency pairs that were automatically created by the system when copying directions from one currency to others.
The system creates such directions only in cases where previously no similar exchange pairs existed.
The interface displays the total number of auto-generated directions, allowing the operator to quickly understand the volume of automatically created pairs and manage them centrally.
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