2.6. Bulk Upload
ByThis usingfeature thisallows feature,the youuser canto onboard the multiple agents in bulk.
Agents -> Bulk Upload:
It has 3three sections, those aresections:
PreparationPreparation::To downloadDownload the template.PrecheckPrecheck::Perform a validationcheck: Tocheckforto identify any errors in the uploaded sheet.ProcessingProcessing::To viewView the progressonof the bulk upload process.
1. Preparation: clickClick onthe download"Download templateTemplate" button to download csvthe CSV file. The file will be availablesaved in the Downloads folder on your local pc downloads folderPC, as shown byin the following screenshot.
Fill in the data on the downloaded csv file for all agents to be onboardingonboarded in the downloaded CSV file, using the bulk upload.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.
Next
Click on close. added agents through bulk upload will be displayed on the agents list page as shown by following screenshot.
