What am I able to bulk upload?

You have data. And lots of it. Learn how to get it all in and out of our platform.

 

Business Units

Business Units can be uploaded in bulk by our support staff. Data can be in virtually any format, and we'll help you get it into the system.

At this time, contacts can not be added with the Business Unit data. This is coming soon.

Risks

You can upload Risks in bulk using the bulk importer in your Risks dashboard. If you need help formatting the data, please reach out to our support staff.