Step One: Save the Mapping Template
If you would like to save the Mapping Template that you have created in this step, select Save Mapping Template.
This way, you will be able to skip this mapping process on your next Bulk Upload, saving you time and creating consistency in how you enter data.
Step Two: Select Finish
The final step on this page is to select Finish! Be sure you are ready to complete this step before submitting for final approval.
What else do you need help with?
How do I determine what information to include in a bulk upload?
How do I prepare my file for Bulk Upload in EveryAction?
How do I Bulk Upload a spreadsheet?
How do I map my data in the Bulk Upload Template?
How do I apply Source Codes to records during a Bulk Upload?