How do I create a Bulk Upload Template?
Note: We're transitioning to a new and improved bulk upload process. Click here to learn more about Better Bulk Upload.
Creating a Bulk Upload Template allows you to save field mappings for future use, saving time on repeated imports.
Step 1: Begin the Bulk Upload process
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Navigate to the Bulk Upload feature in your system
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Upload your file and proceed through the Bulk Upload Wizard until you reach the field mapping step
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Map all columns from your source file to the appropriate fields in your database
Step 2: Save your mapping as a template
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After completing your field mapping, look for the "Save Mapping Template" button in the upper right corner
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Click "Save Mapping Template"
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Enter a descriptive name for your template
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Click "Save"
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