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.