Using the Bulk Upload Tool

The Bulk Upload tool is your primary option for mass uploading essential data—such as contacts and contributions—into your EveryAction database. Mastering this tool is crucial for successfully transferring data from your old system and efficiently importing external spreadsheets in the future.
In this session, we’ll cover:

How to access the Bulk Upload tool
Options for loading your data and navigating the file selection screen
Mapping fields from your file and saving templates for future use
Ensuring proper field mapping, confirming uploads, and understanding the approval process