How to import bulk service link records

Select a service from Services on the side menu, select the service link you want to import records to, then click Import Data

After clicking Import Data, you can choose one of two methods: Import a CSV file Or Paste table data

Import a CSV File

Skip step (1) and (2) in case you already have a CSV template

  1. Download a CSV template
  2. Fill the template and save
  3. Click on Browse a File and select the template to upload it

If your excel sheet contains raw data ( No header is included ), don't forget to remove the tick from

First row is header

  1. Match the correct fields in Field Mapping section
  2. Click Import

Paste Table Data

  1. Select Paste table data format
  2. Check First row is header if you copied your header in your excel sheet alongside your data
  3. Match the correct fields in Field Mapping section
  4. Click Import

Import Preview

It showcases your configured case so you can match it with the right data from the Field Mapping section to the right.

File Content Preview

It showcases your pasted data so you can align it with the right data from the Field Mapping section to the right.