Importing data from an excel bulk sheet

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One of the fastest ways to add data and build your preview is by importing a bulk sheet excel file.

There are 8 total tabs included in the bulk sheet template.

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When saving your bulk sheet file, make sure that all of the tabs are in the file or it will not import successfully.

All Bolded column headings are required fields.

If you don’t want to upload particular objects, leave the fields blank but make sure you keep all of the tabs in the file.

One your file is ready and you want to use it to build a preview, click on +New Preview

Next, a window will pop up. Click on Import and select your bulk sheet file.

If your bulk sheet imported successfully, you will be redirected to the preview page.

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