Batch Processing .CSV Template

The attached allows users to upload multiple organizers at once.

Notes for this template:

  • Client ID cell form must be "text" to capture the true text.
  • The Client ID in the .CSV file must match the corresponding Client ID in the PDF file name.
  • Mobile number should be only digits, no dashes, parentheses, etc.
  • To prevent Excel from truncating Client IDs, see our Leading Zeros in CSV Template article.
  • There is a size limit of 1 GB for the ZIP file. 

Related articles:

Uploading Batch Organizers

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Article is closed for comments.