Bulk Operations

Managing 10, 20, or 50 Google Ads clients one-by-one is tedious. Bulk operations let you sync, delete, and onboard multiple clients at once - saving hours of repetitive work and keeping your entire portfolio in sync.

What You'll Learn

Time needed: 12 minutes to read

Why Use Bulk Operations

Time Savings

Without bulk operations:

With bulk operations:

Result: 80% time savings

Consistency

Bulk operations ensure:

Scale

As you grow:

[Screenshot: Time comparison chart showing manual vs bulk operations] Bulk operations become critical as client count grows

Client Selection Methods

Method 1: Individual Checkboxes

How to use:

  1. Click checkbox next to client name
  2. Client row highlights in blue
  3. Repeat for each client you want
  4. Bulk actions toolbar appears

When to use:

Example: Select all e-commerce clients across the list

[Screenshot: Individual clients selected with checkboxes] Select specific clients regardless of position

Method 2: Select All

How to use:

  1. Click checkbox in table header
  2. All clients on current page select
  3. Bulk actions toolbar appears

Important: Only selects visible clients on current page

If you have 50 clients with 25 per page:

When to use:

[Screenshot: Select All checkbox in header] Quick way to select everything visible

Method 3: Shift+Click Range Selection

How to use:

  1. Click first client's checkbox
  2. Hold Shift key
  3. Click last client's checkbox
  4. All clients between them select

Example:

When to use:

[Screenshot: Range selection demonstration] Shift+Click selects entire range

Method 4: Filter Then Select All

Most powerful method:

  1. Apply filters to narrow list
    • Example: Filter to "Status = Failed"
  2. Select All (all failed syncs)
  3. Bulk action (re-sync all failures)

Use cases:

Sync all stale data:

Delete all paused clients:

Sync specific campaign types (if tracked):

[Screenshot: Filtered list with Select All] Combine filters with Select All for targeted bulk actions

Bulk Sync Operations

Standard Bulk Sync

Process:

  1. Select clients (any method)
  2. Bulk actions toolbar appears
  3. Click "Sync Selected"
  4. Confirmation dialog shows count
  5. Confirm action
  6. Syncs queue up and process

What happens:

Status indicators:

[Screenshot: Bulk sync in progress showing mix of statuses] Watch progress across all selected clients

Morning Refresh Routine

Goal: Get fresh data for all active clients

Steps:

  1. Go to client list
  2. Filter: Status = Active (uncheck Paused)
  3. Select All
  4. Sync Selected
  5. Go make coffee ☕
  6. Return to fresh data

Time:

Frequency: Daily or every other day

Selective Sync Strategy

For large portfolios (30+ clients):

Don't sync everyone every day:

Implementation:

High-priority (top 10 spending clients):

Medium-priority (next 20 clients):

Low-priority (remaining clients):

Why this works:

[Screenshot: Client list with priority tags] Use naming convention to identify priority tiers

Before Client Call Prep

Scenario: You have 3 client calls tomorrow

Steps:

  1. Search for first client
  2. Click checkbox
  3. Search for second client
  4. Click checkbox (adds to selection)
  5. Search for third client
  6. Click checkbox
  7. Sync Selected

Result: All 3 clients have fresh data before meetings

Time: 2 minutes vs. 6 minutes (syncing individually)

Emergency Bulk Re-sync

When to use:

Process:

  1. Select affected clients
  2. Use Full Sync (not Smart Sync)
  3. Wait for completion
  4. Verify data accuracy

Warning: Full Sync uses 10-20x more API quota. Only use when necessary.

Bulk Delete Operations

Safety Checks

Bulk delete is PERMANENT and CANNOT BE UNDONE.

Built-in safety features:

  1. Confirmation dialog lists all clients
  2. Requires typing "DELETE" to confirm
  3. Shows total count before deletion
  4. Cannot bulk delete more than 20 at once (prevents accidents)

[Screenshot: Bulk delete confirmation requiring DELETE] Safety mechanism prevents accidental mass deletion

When to Bulk Delete

End-of-contract cleanup:

Test account cleanup:

Duplicate removal:

Access revoked:

Safe Bulk Delete Process

Step 1: Identify clients to delete

Create a list first:

Clients to Delete:
- Test Client 1
- Test Client 2
- Old Account - Ended Contract

Step 2: Filter and verify

Don't rely on memory - use clear visual indicators:

  1. Add "[DELETE]" prefix to client names
  2. Filter or search for "[DELETE]"
  3. Verify the list matches your notes
  4. Double-check each one

Step 3: Select carefully

Step 4: Execute deletion

  1. Click "Delete Selected"
  2. Review list in confirmation dialog
  3. Type "DELETE" exactly
  4. Confirm

Step 5: Verify

[Screenshot: Safe deletion workflow diagram] Follow this process to avoid accidental deletions

What NOT to Delete in Bulk

❌ Don't bulk delete:

Instead:

Bulk Onboarding

Add multiple clients from Google Ads account discovery at once.

Account Discovery Process

Step 1: Connect Google Account

  1. Go to Settings → Google Ads Connections
  2. Click "Refresh Discovery Cache"
  3. System queries Google Ads API
  4. Retrieves all accounts you have access to
  5. Cache expires after 24 hours

What you'll see:

[Screenshot: Account discovery showing list of available accounts] Discover all accessible Google Ads accounts

Bulk Adding Clients

Step 2: Select accounts to add

Method 1: Individual selection

Method 2: Select All

Filtering available:

Step 3: Configure bulk settings

Optional but recommended:

Step 4: Add clients

  1. Click "Add Selected Clients"
  2. System creates client entries
  3. Optionally triggers initial sync
  4. Progress indicator shows creation status

Step 5: Verify

[Screenshot: Bulk add clients interface] Add multiple clients in one operation

Post-Onboarding Workflow

After bulk adding clients:

Immediate tasks:

  1. Run initial sync on all (if not auto-triggered)
  2. Let syncs complete (10-30 minutes)
  3. Review for any sync failures

Within 24 hours:

  1. Add business profiles for each
  2. Set monthly budgets
  3. Check for initial AI alerts

Within first week:

  1. Review AI alerts for all new clients
  2. Accept/decline recommendations
  3. Set up priority tiers
  4. Establish routine workflows

Queue Management

Understanding the Sync Queue

Concurrent limit: 5 clients syncing at once

Why the limit:

Queue behavior:

Selected 15 clients to sync:

Clients 1-5:   Syncing now
Clients 6-10:  Queued (waiting)
Clients 11-15: Queued (waiting)

As #1 finishes → #6 starts
As #2 finishes → #7 starts
And so on...

[Screenshot: Queue status visualization] Visual representation of queue processing

Queue Priority

Processing order: First selected → First processed

Cannot change priority once queued

To prioritize specific clients:

  1. Don't select all at once
  2. Sync high-priority batch first
  3. Let that complete
  4. Then sync next batch

Example:

Batch 1 (high priority): Clients with meetings today
  → Sync → Wait for completion

Batch 2 (medium priority): Top 10 spenders
  → Sync → Wait for completion

Batch 3 (low priority): Remaining clients
  → Sync → Let run overnight

Canceling Queued Syncs

How to cancel:

  1. Find client in queue ("Queued (position 3)")
  2. Click Actions → Cancel Sync
  3. Removed from queue

Important: Cannot cancel active syncs (only queued ones)

When to cancel:

Managing Large Queues

Problem: Queued 50 clients, taking forever

Solutions:

Solution 1: Batch processing

Solution 2: Overnight processing

Solution 3: Increase concurrency (not currently available)

Advanced Bulk Strategies

Segment-Based Syncing

Organize clients into segments:

By industry:

Sync by segment:

  1. Search "EC -"
  2. Select All results
  3. Sync
  4. Repeat for other segments

Benefits:

Time-Zone Based Syncing

For multi-timezone portfolios:

East Coast clients (EST):

West Coast clients (PST):

International clients:

Implementation:

  1. Tag clients by timezone
  2. Or manually batch sync at different times

Budget-Tiered Syncing

Sync frequency based on spend:

High spend ($10K+/month):

Medium spend ($1K-$10K/month):

Low spend (<$1K/month):

Setup:

  1. Tag clients by spend tier
  2. Filter by tag
  3. Bulk sync on schedule

Tips & Best Practices

Naming Conventions

Use prefixes for easy filtering:

[PRIORITY] ACME Corp
[PAUSED] Old Client
[TEST] Demo Account
[DELETE] Ended Contract

Benefits:

Regular Cleanup

Monthly cleanup routine:

Week 1: Review all clients

Week 2: Disable auto-sync on tagged clients

Week 3: Export any needed data

Week 4: Bulk delete tagged clients

Documentation

Keep a client inventory:

Client Name | Customer ID | Priority | Sync Schedule | Notes
ACME Corp   | 123-456-7890| High     | Daily 2 AM    | Main account
Bakery Inc  | 234-567-8901| Medium   | Every 3 days  | Seasonal

Why it helps:

Test Before Production

When trying new bulk operations:

  1. Create test clients (2-3)
  2. Practice bulk operations on test set
  3. Verify behavior matches expectations
  4. Delete test clients
  5. Run on production with confidence

Especially important for:

Common Questions

Q: What's the maximum number of clients I can sync at once? A: No hard limit, but practical limit is ~50 due to queue time. For larger batches, split into multiple operations.

Q: Can I bulk sync some clients with Smart Sync and others with Full Sync? A: No, bulk operations apply the same action to all selected clients. For mixed operations, sync in separate batches.

Q: What happens if I close the browser while bulk sync is running? A: Syncs continue on the server. When you reload, you'll see updated statuses. The queue keeps processing.

Q: Can I schedule bulk syncs to run automatically? A: No. Bulk sync affects all selected clients. Use global sync settings in Settings page.

Q: If a bulk sync fails for one client, do the others keep going? A: Yes, each client syncs independently. One failure doesn't affect others.

Q: Can I bulk update client business profiles? A: Not currently. Business profiles must be updated individually. This feature is on the roadmap.

Q: What happens to queued syncs if I log out? A: Queued syncs are user-specific and will be canceled. Active syncs complete, but queued ones drop.

Troubleshooting

Problem: Bulk sync takes forever

Symptom: Queue not moving, syncs stuck

Causes:

Solution:

  1. Check Sync Logs for stuck syncs
  2. Cancel queued syncs
  3. Restart in smaller batches (5-10 at a time)
  4. Contact support if persists

Problem: Accidentally selected wrong clients

Symptom: Realized after clicking "Sync Selected"

Solution:

  1. Immediately cancel queued syncs (if not started yet)
  2. Active syncs will complete (can't cancel)
  3. Let them finish (no harm in extra sync)
  4. Next time, double-check selection

Problem: Bulk delete removed wrong clients

Symptom: Deleted clients you meant to keep

Solution:

Prevention: Always export client list before bulk delete

Problem: Select All only selects 25 clients (not all 50)

Symptom: Expected to select entire portfolio but only got one page

Cause: Select All is page-scoped, not global

Solution:

  1. Click Select All on page 1
  2. Navigate to page 2
  3. Click Select All again
  4. Repeat for all pages
  5. Or change "Items per page" to show all at once

Next Steps

Master bulk operations and explore related workflows:

Ready to try bulk operations? Go to your client list and select multiple clients!

Managing a large portfolio? Contact sales for enterprise features at sales@aiperfoads.xyz

Need help? Contact support at contact@perfoads.com

Last Updated: October 4, 2025