IMPORTANT STEPS TO CONSIDER:
- Enter data onto your spreadsheet with the following headings: Email, Category/Licence Type, Country, State/Province, Type and Expiry Date.
- Expiry Date should be in the correct format: dd-mm-yyyy. This is a required field.
Step 1: Click Onboarding from the sidebar or the dashboard.
Step 2: Press Bulk Upload.
Step 3: Select Licence Bulk Upload from the drop-down.
Step 4: Upload your file and click Submit.
Step 5: You will then see this screen here. This is where you ‘Map’ the fields. A list of Headings will appear in 2 columns. Match the Excel header to the specific columns on the right.
Then, click the Submit button.
Step 6: The system will detect if there is any issue with the file uploaded. It will not allow you to proceed in the next steps in case there is a problem with the data you have entered. Usually, data with wrong input is presented in red boxes. Correct this information first and press Submit once everything is good to upload.
The picture below shows there is nothing wrong with the information since we followed all the important conditions beforehand.
Step 7: A pop-up message will appear confirming it has been queued for processing. Press Close.
Step 8: You will be redirected to the Onboarding Result page. You may check the Status here of your transaction. It should turn from Pending to Successful.
Step 9: Check each specific record entered by clicking through the transaction under the Type header. You will see a page like below.
Step 10: Check one to two staff’s Licence profiles to verify if the uploading is successful.
*A sample template is provided here for your reference.