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How do I Review and Approve a Bulk Upload?

  • February 18, 2025
  • 0 replies
  • 184 views

Happie Pingol
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Step 1: Locate the Bulk Upload  

 

After uploading, you will be taken to the Bulk Upload Batches page where you can review your batches.

 

 

If you are not taken to that page, search for Bulk Upload Batches in the Sidebar. You may need to refresh this page to update the table showing your Bulk Uploads.  

 

 

 

Step 2: Review the Bulk Upload 

If issues arise under the review process, you will see an Issues flag.  

 

 

To correct this, download the Issues Report, correct your file errors, and re-upload the affected rows.

 

 

Step 3: Approve the Bulk Upload 

When the upload is ready, you can Approve the batch and then follow the prompts to approve the uploaded data into your system. 

 

 

 

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