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Data upload tool allows you to add Organisations/Contacts/Assessments in bulk but can be also used as a tool to update information on the system in bulk (e.g. changing email addresses, name of person responsible within the organisation etc.). To find out more about updating information in bulk click here.
An example of Contacts bulk upload filled-in CSV file:
An example of Contacts bulk upload filled-in CSV file:
An example of Contacts bulk upload filled-in CSV file:
For all entities there are two possible actions, "C" which signifies that the entity is to be created new, and "U" which signifies that the existing entity is to be updated. To either create or update an entity please put the corresponding letter in the action column of the CSV file.
action - U/ C (Update/Create)
organisationName - Organisation name
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impact - can be number 0-5, fill in only if known; otherwise leave as 0empty
notes - internal notes/optional
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