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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