General Upload – Bulk Tools

The General Upload – Bulk Tools page allows a system administrator to download existing data sets, make many data changes at once, and then upload them to the system. This page can be used to make changes or to download data.

You must have specific security rights to make data changes using the bulk upload tools. For example, if you have security rights to change Company information, you must also have rights to the Company bulk upload tool to make data changes using this method.

To perform a bulk upload data changes you must first download the existing data, make changes to that data, and then upload the modified data. To perform a bulk upload:

  1. Open the Administration Menu page.

  2. Under the BULK TOOL ADMIN heading, click General Upload.

  3. In the Current Bulk Tool field, select a value indicating the type of data change you will make.

  4. In the Download pane, click the Get All Objects) button.

    The data will download into an Excel file in a CSV format.

  5. Outside of the system, make the required changes to the Excel file and then save it.

  6. In the Upload pane, click the Browse button to select the modified Excel file to upload.

  7. Click Upload File.

    If the file or data changes are invalid, an error message describing the problem will appear and the import will not be committed.