How to use the Bulk Import / Export feature

What is Bulk Import / Export?

Many features in the administration section allow you to upload or export multiple records. This can save you a lot of time and make it easier to edit these records in bulk. The process of Importing or Exporting large amounts of data is referred to as Bulk Import and Export.

What features use the bulk import - export feature?

While using TapClicks, you will see Export and Import icons on multiple screens like Client, Users, Business Units, Dashboard  and so on. These buttons allow you to import to a csv or upload a csv for creating or altering records in bulk.

How to bulk Export

1. Click the  icon next to the header.

2. Save As  screen appears.

3. Choose the location where you want to save the file and click Save . 

The Exported list will be saved in Microsoft Excel Comma Separated Values File or .CSV  file.

How to bulk Import

1. Click the  icon next to the header.

2. Import CSV File  screen appears.
3. You will need to format your file appropriately. There is a sample file for your to use. Simply click Download CSV Headers
4. Save As  screen appears.
5. Choose the location where you want to save the file and click Save .

6. The file will be saved by the name sample_business_units_import_headers  
7. Navigate to the selected location and open the file. The file will have Headers and instructions on how to add your data.
8. Enter your data and save that file on your computer.
9. Go back to Import CSV File screen in TapClicks .
10. Click Select CSV File .

11. Select file and click Open .

12. Click Upload .

13. You will see the file getting uploaded.

The uploaded file will be visible on the main screen.