Bulk Import and Export Overview
Many features in the Administration section include tools to upload or export multiple records at once, which saves time when creating or editing records in bulk. This is commonly referred to as Bulk Import and Export.
Where to Find Bulk Import and Export
In TapClicks, the Export and Upload
icons appear on screens such as Clients, Users, Business Units, and Dashboards. These icons let you download or upload a CSV file to create or update records in bulk. The steps in this article use Business Units as an example. The process is the same on each screen.
How to Use Bulk Export
1] Log in to TapClicks, and navigate to the page with the records you want to export, such as Clients, Users, Business Units, or Dashboards.
2] In the upper right corner of the page, click the Export icon. The records download automatically as a CSV file to your browser's default download location.
How to Use Bulk Import
1] Log in to TapClicks, and navigate to the page where you want to import records, such as Clients, Users, Business Units, or Dashboards.
2] In the upper right corner of the page, click the Upload icon. The Import CSV File screen appears.
3] On the Import CSV File screen, click Download CSV Guide to download a sample file. The file name depends on the area of the platform, for example, BusinessUnit-Upload-Sample.
4] Open the sample file from your browser's default download location. The file includes column headers and instructions for entering your data.
| Note: Each sample file explains how its columns work. For example, in the Business Units sample file, a row with an existing Business Unit ID updates that business unit, and a row with a blank Business Unit ID creates a new one. To start from your current records, export them first and edit the exported file. |
5] Enter your data into the file and save it to your computer.
6] Return to the Import CSV File screen in TapClicks and click Choose File.
7] Select your file and click Open.
8] Click Upload. The file uploads, and the records appear on the page.