How do I access and manage my saved Templates?

Note: We're transitioning to a new and improved bulk upload process. Click here to learn more about Better Bulk Upload.

You can view all your saved templates through the main menu or sidebar for easy access and management. 

Step 1: Access saved templates 

Choose one of these methods: 

1. Click on "Saved Mapping Templates" from the Sidebar 
   OR 

2. Navigate to Main Menu > Load Data > Run Bulk Uploads 

Step 2: View and manage templates 

1. All previously saved mapping templates will be displayed 

2. From here, you can select templates to use or make changes as needed 

Not quite what you were searching for?

• Navigate back to the Bulk Upload and Edit Resource Index.

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