Batch Processing .CSV Template

Annie M.

Edited July 20, 2026 12:01

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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.