Populating and Uploading a Worksheet
This section explains in general how to add and upload entities in a worksheet. The utility lets you upload one worksheet at a time. For best practices, leave all other worksheets empty.
Before starting, carefully read Appendix A: Entity-Specific Upload Guidelines for further details about the entity type you are uploading.
- You can upload up to 100 records at a time in a worksheet.
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Selecting a cell creates a border with a color assigned to you. If you see different colored borders, then more than one system-defined user is currently updating the spreadsheet. This is not recommended as it can lead to errors.
- After adding information into the NowForce system (either directly or via the Bulk Upload utility) you must log into the utility again to see the updates.
To add records to a worksheet
- Log into the Bulk Upload utility. For details, see Logging into the Utility.
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Open a worksheet by clicking its tab at the bottom of the spreadsheet.
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Manually add each new record as a row by entering data in the cells. Instructions are displayed in the column header, where relevant.
- For instructions on the different cell types, see Appendix B: Cell-Specific Editing Guidelines.
- For mandatory dropdown lists, ensure that the value you require exists in NowForce.
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Exit the cell by clicking elsewhere. Your update is saved automatically.
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Upload the records by selecting NowForce > Upload [Entity Name].
