Bulk Uploading Connections

Modified on Fri, 5 Jan, 2024 at 3:10 PM

1. From the Home Page

You can access the Connections Manager from anywhere within the site by using the left-side menu. Alternatively, if you are currently on the Home Page, you can click on the Connections Manager tile to access it.

2. Click on CONNECTIONS MANAGER

This will load the landing page for Connections Manager

Click on CONNECTIONS MANAGER

3. Click on ACTIONS

Click on ACTIONS

4. Click on BULK UPLOAD

Click on BULK UPLOAD

5. Import from Excel popup window will appear, choose your file to upload

If needed you can download a template file to use to create your bulk upload

Import from Excel popup window will appear, choose your file to upload

6. Once you have selected your import file, Click on IMPORT FROM EXCEL

The page will refresh and all of your connections will be presented.

Once you have selected your import file, Click on IMPORT FROM EXCEL

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