Bulk Data Entry: Efficiency and Speed
When performing bulk data entry, the user adds new columns that will appear in the template Excel with selectable versions of the information within them. Once the user makes the necessary selections and restores the Excel, the relevant information will be automatically entered into the system.
- Text: If you created a custom field as text, fill it in Excel as text.
- Number: If you created a custom field as a number, fill it in Excel as a number.
- Dropdown: If you created a custom field as a dropdown, select the answer from the dropdown and fill it in Excel.
This is especially beneficial for users working with large data sets, as it saves time and reduces the likelihood of errors.