Bulk Import

Use this screen to view, filter, create, edit, or delete bulk import. It is the starting point for managing these records.

Use this screen to view, filter, create, edit, or delete bulk import. It is the starting point for managing these records.

When to use

Use this screen to view, filter, create, edit, or delete bulk import. It is the starting point for managing these records.

Main tasks

• Find bulk import using search, filters, or sorting available on the screen.
• Create a bulk import with the new-record action when it is available.
• Edit a bulk import by opening it from the list and changing its data on the edit screen.
• Delete a bulk import from the selected item action and confirm only when you are sure.

Search and filters

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Status: Select the current state or use the field to filter results.

Available actions

• Add file: add, replace, or remove attached files.
• Import: bring data or files into the screen.
• Delete: remove the selected item, usually after confirmation.
• Refresh: run the action shown by the button.