> For the complete documentation index, see [llms.txt](https://docs.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.extraaedge.com/adding-new-leads/bulk-upload.md).
# Bulk Upload
Bulk Lead Upload Process Guide
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Leads come from various sources and you might be maintaining data in other systems like Excel files. Good news is you can upload these leads using bulk upload function.
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1. **Access the Bulk Upload Feature**
* Click on the **Bulk Upload** icon located at the bottom right of your screen, just below the "Add Lead" icon.
2. **Configure Lead Details and Welcome Communication**
* **Select Lead Attributes**:
* Choose **Channel** (e.g., Offline, Online, etc.).
* Select **Source** (e.g., Direct Walk-in, Referral, etc.).
* Set the **Status** (e.g., 01-Untouched).
* Choose **Sub-Status** (e.g., Form Not Registered).
* Enter details like **Form Name, Program Preference, Specialization Preference**, and **Meeting ID** (if applicable).
3. **Enable Welcome Email and SMS (Optional)**:
* Check the **"Send Welcome Email"** box to send a predefined email to the leads.
* Check the **"Send Welcome SMS"** box to send a predefined SMS to the leads.
4. **Proceed to the Next Step**:
* Click **Next** to upload the file and validate the data.
5. **Download and Prepare the Template**
* Download the provided template in .CSV format. Ensure your data is organized according to this template before proceeding.
6. **Fill in the Bulk Upload Template**
* **Enter Lead Details**:
* Fill in columns such as **Campaign Name, Applicant Name, Mobile No, Email ID, State, City, and Lead Owner** as per your lead data.
* Ensure that each lead entry follows the correct format to avoid errors during upload.
* **Campaign Name**: You can enter any name related to the data you are uploading, such as *School Campaign Data*, *Marketing Data*, etc.
* **Lead Owner**: Enter the **counselor's email ID (user email ID)** to whom you want to assign this lead.
7. **Save the File**:
* Once all required fields are filled, save the file in `.CSV` format before proceeding with the upload.
8. **Navigate to the Upload Section**:
* In the "Upload Leads" window, go to *Step 7: Upload file with prospect candidate details*.
9. **Select the File**:
* Click on the upload field and choose the filled `.CSV` file from your system.
* Ensure you are selecting the correct file to avoid data mismatches.
10. **Replace File (if needed)**:
* If an incorrect file is uploaded, click on **"Replace File"** to select the correct one.
11. **Validate the File**
* The system will check for any errors in the uploaded file.
* If errors are found, review them and make corrections as needed.
12. **Proceed to the Next Step**:
* Once the correct file is uploaded, click on **"Next"** to proceed with the validation process.
13. **Map the Column Names**
* The system will display **Sheet Fields** and **CRM Fields**.
* Ensure that each sheet field is correctly mapped to the corresponding CRM field.
* Match the columns from your file to the system’s required fields (Optional):
* **Campaign Name**
* **Applicant Name**
* **Mobile No**
* **Email ID**
* **State**
* **City**
* Click on the **Next** button.
14. **Confirm the Bulk Upload**
* A confirmation pop-up will appear, displaying the number of leads ready for upload.
* Click **Confirm** to finalize the process.
15. **Upload Completion**
* Once the upload is complete, a success message will appear.
* The leads are now added to the system and can be managed from the Lead Manager.
## **Checking Bulk Upload Data in CRM**
16. **Navigate to Bulk Actions**
* On the left-side menu, click on **Bulk Actions** (as highlighted in the screenshot).Navigate to Bulk Actions
17. Click on the **Bulk Upload** tab.
18. **Here, you will see a list of uploaded files with the following details:**
* **File Name**: Name of the uploaded CSV file.
* **Upload Date**: The date and time the file was uploaded.
* **Uploaded By**: The user who uploaded the file.
* **Total Records**: The number of leads in the uploaded file.
* **Status**: Indicates whether the upload is **Completed** or **Pending**.
* If the status is **Completed**, the leads have been successfully uploaded. If there are any errors, you may need to recheck and re-upload the file.
*This completes the **bulk lead upload process** into the CRM.*
