2.6. Bulk Upload

This feature allows the user to onboard multiple agents in bulk.

Agents -> Bulk Upload:

It has three sections:

Preparation: Download the template.
Precheck: Perform a validation check to identify any errors in the uploaded sheet.
Processing: View the progress of the bulk upload process.

The Info button allows users to view the field validation rules to correctly fill in the values in the CSV file.

1. Preparation: Click the "Download Template" button to download the CSV file. The file will be saved in the Downloads folder on your local PC, as shown in the following screenshot.

Fill in the data for all agents to be onboarded in the downloaded CSV file, using the bulk upload feature.

Upload the file by clicking on choose file button on the bulk upload page.

After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to validation check page.

2. Precheck/validation check: If uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file.

Note: Click on the tooltip (icon) to check the validation status on validation/pre-check page.

If there are no errors user can view passed count (i.e. number of agents added) submit button enabled. Click on the submit button system will navigate to next page.

3. Processing: User can view the progress of bulk upload to the application. “agents created successfully” confirmation message will be displayed.

Click on close. added agents through bulk upload will be displayed on the agents list page as shown by following screenshot.