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To bulk upload the data you need to download the template provided for the relevant section and fill it in. When you have the files that are ready to upload, click on the ‘Validate CSV file(s)’ button to validate the files and checking for errors before it will be uploaded into the system. The system won’t let you upload if there is any errors in the file
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This page is a guide to bulk upload of Contacts/Organisations. If you would like to upload assessments in bulk, please see this guide. |
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If you would like to upload Organisations, Contacts and Assessments at the same time, make sure that you are uploading all of the CSV files at the same time and then click on ‘Validate CSV file(S)’. If you will try to upload those separately you may come across errors as the data won’t match. |
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notes - internal notes on the organisation that will be visible to all Managers on the system (optional, can be left blank)
When you have the files that are ready to upload, click on the ‘Validate CSV file(s)’ button to validate the files and checking for errors before it will be uploaded into the system. The system won’t let you upload if there is any errors in the file. Check your upload content and you can either go back to change it or go ahead and upload it.
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