Bulk Import Applicant Records in Collexo

Bulk Import Applicant Records in Collexo

Overview

Collexo's Bulk Import feature enables you to import “Applicant records” efficiently without duplicates. This process is quick and simple—just upload a CSV, XLS, or XLSX file, and the system will align fee collection with the uploaded applicant records.

Core Functionalities

What You Can Do with Bulk Import?

  • New Records: Import fresh applicant records into Collexo.

  • Overwrite Existing Records: Update existing records with new data points.

How It Works?

1. Upload Your File

  • Navigate to Applicant Records.

  • Click on Add Applicant.

  • Select Bulk Upload.

2. Select File and Upload Type

  • In the upload overlay, click Upload File and select the file you want to import.

  • Supported formats: Excel (.xls, .xlsx) and CSV (.csv).

  • Choose the appropriate action:

    • Add New Records

    • Overwrite Existing Records

  • Select the session to which the records should be assigned.

3. Field Mapping


  • The system will attempt auto-recognition to match column headers with Collexo fields.

  • If fields are not recognized, manually map them using the Collexo field dropdown.

  • Mapped columns will be highlighted separately in the overlay.

4. Upload Logs

  • Once the import is complete, you will receive an email update.

  • Alternatively, check the upload status in the Upload Log section.

Conclusion

The Bulk Import feature in Collexo simplifies applicant data management, enabling you to handle records with accuracy and efficiency. With easy-to-use mapping and real-time upload tracking, this feature enhances the fee collection process.



    • Related Articles

    • Bulk Download of Token Fees Acknowledgement Receipts

      Overview Collexo enables you to bulk download Token Fees Acknowledgement Receipts, simplifying record-keeping and documentation. This feature allows you to filter, select, and download multiple receipts at once, ensuring efficient fee management. ...

    • Free Submission and Open Amount in Workflow Condition for Collexo Fees

      Overview Collexo introduces a flexible fee collection process with Free Submission and Open Amount features. These options enhance transaction tracking by allowing applicants to submit zero-amount transactions or enter custom payment amounts. This ...

    • Send Split Payment Link from Collexo

      Overview The Split Payment Link feature in Collexo allows you to divide a payment amount into multiple parts, each with a defined due date. This functionality is especially useful when payments are collected primarily through payment links and when ...

    • Late Fee on Collexo

      Overview The Late Fee feature in Collexo allows you to configure and collect late fees on due payments through both online and offline payment methods. Once the due date has passed, the late fee is automatically added based on the number of overdue ...

    • Configuring the Student Admission Portal (Applicant Flow Configuration)

      Overview The Student Admission Portal serves as a centralized platform that applicants can access upon registering or logging in via the registration page. It is designed to streamline the entire admission process by offering a user-friendly ...