How to Import Application?
To import applications in bulk, please follow the given steps.
Step 1 - Got to Settings.
Step 2 - Select the Data Imports option.
Step 3 - Now, select the Application tab.
Step 4 - Click on the Import Applications button.
Step 5 -Download the template.
Step 6 - Do keep a note of mandatory fields, you will not be able to upload if you miss the mandatory fields.
Step 7 - After filling up the CSV file.
Step 8 - Import it back into the system.
Note: Please make sure that the following formats are maintained for each field that is filled in the CSV/excel template:
1) Client Email: Email address of the client
2) Partner's Client Id: Number
3) Workflow: Text
4) Partner Email: Email address of partner
5) Partner Branch Name: Text
6) Product Name: Text
7) Stage: Text
8) Added By: Text
9) Assignee's Email: Email address of assignee
10) Status: Selection from dropdown
11) Application Start Date: dd/mm/yyyy
12) Application End Date:dd/mm/yyyy
13) Applied Intake Date:dd/mm/yyyy
14) Super Agent Email: Email address of Super agent
15) Sub Agent Email: Email address of Sub-Agent