Importing applications in Bulk

Bulk import is the process of uploading multiple records or entries into a system at once—using a structured file (like an Excel or CSV template)—instead of adding them one by one manually.

In Agentcis, bulk importing is particularly useful for uploading large volumes of applications efficiently and accurately.

How to import Applications in Bulk?

In Agentcis, an Application refers to a formal request submitted on behalf of a client to a partner institution—such as a university or college—for a specific course or program.

👉 Learn more about what an application means in Agentcis here.

To help you manage multiple applications efficiently, Agentcis allows you to import applications in bulk. Follow the steps below to ensure a smooth and successful upload:

Note: While filling out the import sheet, please ensure that the email addresses entered under Assignee, Added by, and Followers belong to users who are active in the system.
Do not use email addresses of inactive users, as this can lead to errors during import.

Step-by-Step Guide to Bulk Import Applications

Step 1:

Go to the Settings option located in the top info bar.

Step 2:

Select Data Import from the dropdown list.

Step 3:

Click on the Application tab.

Step 4:

Select Import Applications.

Step 5:

Download the template file provided by Agentcis for importing applications.

Step 6:

Fill in the required details in the downloaded template.

Important: Ensure all mandatory fields are filled in to avoid upload errors.
The mandatory fields include:

Client’s Email
Workflow
Partner Email
Partner Branch Name
Product Name
Stage (Current stage in the workflow)
Added By (Email ID of the user adding the application)
Assignee’s Email
Status (e.g., In Progress, Completed, Discontinued)

Also, make sure any custom fields marked as mandatory in your system are filled out as well.

Step 7:

Re-upload the completed file into the system.

Note: Ensure the file size is less than 10 MB for a successful upload.

Step 8:

After uploading, click on the Import tab to complete the process.

Field Format Guidelines

To prevent import errors, follow these field format requirements exactly:

	FieldFormat
Client Email	Valid Email Address
Partner’s Client ID	Number
Workflow	Text
Partner Email	Valid Email Address
Partner Branch Name	Text
Product Name	Text
Stage	Text
Added By	Text
Assignee’s Email	Valid Email Address
Status	Dropdown (In Progress, Completed, Discontinued)
Application Start Date	dd/mm/yyyy
Application End Date	dd/mm/yyyy
Applied Intake Date	dd/mm/yyyy
Super Agent Email	Valid Email Address
Sub Agent Email	Valid Email Address

By following these steps and maintaining the correct formats, you can easily import multiple applications into Agentcis and keep your workflow running smoothly.

Bulk import is the process of uploading multiple records or entries into a system at once—using a structured file (like an Excel or CSV template)—instead of adding them one by one manually.

In Agentcis, bulk importing is particularly useful for uploading large volumes of applications efficiently and accurately.

How to import Applications in Bulk?

In Agentcis, an Application refers to a formal request submitted on behalf of a client to a partner institution—such as a university or college—for a specific course or program.