How to upload leads in bulk in Chakra?
We can create or update leads on bulk on Chakra i.e more than one lead can be created or updated at a time. This can be done by usign bulk upload feature.
You can bulk upload the lead for create or update by:
- Go to the
process list page
- Click on the
upload icon (Bulk Upload Changes)
- Download the template and add the required column and their data to create the lead on Chakra. The File saved should only be of
.csv format
- Upload by click on
New Upload
and then map the columns - Click on
Submit and then Submit for Completion
To update any lead through bulk upload, add the primary key attribute colunmn
and the column
you want to update.
NOTE: If you are updating the leads by using download table option then make sure the data.
is removed from the columns while updating any lead through bulk upload