Bulk workflows
How should I prepare an Excel file for bulk import?
Use the downloaded workbook's instructions and preserve the required sheets/columns, rather than assuming every import is a flat one-sheet file.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant list → Bulk Upload → Select Excel
How to do it
- Download the fresh template for the form/mode and fill its transaction fields, dropdown values and any required linked rows/sheets.
- Preserve identifiers and leading zeros; inspect how Excel has stored dates and amounts.
- In Bulk Upload, complete Portal Config or the static profile first, then choose the completed workbook in Select Excel.
- Click Preview Mapped Data and review the mapped rows and validation errors before starting processing.
What to expect
The wizard checks/maps the workbook before it creates local drafts or generates a JSON ZIP.
Important details
- A static-profile file supplies shared identity/verification fields; it is not a substitute for the transaction workbook.
- Correct the workbook and choose another file when mapping fails. A workbook opening in Excel is not proof of filing validity.