| Note |
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We recommend you review Creating your event and volunteering opportunitiesand managing your Volunteering Event before trying Bulk Uploading your opportunities. |
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Preparing to your import file
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This step is key to having a clean bulk upload. This means the errors or warning will be kept to a minimum.
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You will see the hyperlink blank template. Click on it and a copy will be downloaded to your computer. Go to where files are downloaded and click to open it. It should be in a csv file format. Remember, do not delete or change the column headings as this will affect the bulk upload.
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| Tip |
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Tip: If you are confident using bulk upload you can also use it to update your existing opportunities. To take this option you will need to use the External Opportunity ID field. This will be the unique identifier for your opportunities. We recommend you not used this method unless you are familiar with this functionality. Chat with your Accounts Manager for more details. |
Version 9 September 2020 |
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