How do I map my data in the Bulk Upload Template?
Note: We're transitioning to a new and improved bulk upload process. Click here to learn more about Better Bulk Upload.
If your file was uploaded successfully, you will be taken to the Mapping Template. Please review the mappings carefully to ensure accuracy.
Step 1: Map Your Fields
In this step, you will run down your uploaded columns and match your file columns to database fields (e.g., First Name, Email).
- Select Edit , then match your fields
- Select Next to work with the next mapping field
- You can also remove the field completely by selecting to remove the field.
Step 2: Apply Advanced Upload Preferences
You are given the option to pply Advanced Upload Preferences such as: disabling the option for the system to match existing contacts.
Step 3: Sample Your Data
Sample your data by selecting to "Sample Again" to view the data that will be uploaded.
Not quite what you were searching for?
- Navigate back to the Bulk Upload and Edit Resource Index.
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