How do I use a saved Bulk Upload Template?
Note: We're transitioning to a new and improved bulk upload process. Click here to learn more about Better Bulk Upload.
Once you have saved templates, you can apply them to new file uploads that have the same structure as the original file.
Step 1: Begin the Bulk Upload process
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Navigate to the Bulk Upload feature
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Upload your file that matches the structure of a previously saved template
Step 2: Select your template
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On the Upload Data page, locate the template selection option
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Select your desired template from the dropdown menu
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Your file columns will automatically map to the database fields based on the selected template
Step 3: Review and proceed
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Verify that the mappings look correct
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Continue with the remainder of the Bulk Upload process
Not quite what you were searching for?
- Navigate back to the Bulk Upload and Edit Resource Index.
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