How to Complete a Bulk Upload
Ivy Elgarten avatar
Written by Ivy Elgarten
Updated this week

To begin a bulk upload, head to Settings > Interviewers > Bulk Upload. Download this sample CSV file to get started on formatting your file.

CSV Formatting Guidelines:

  1. The file should have one row per interviewer and one column per field you’d like to edit.

  2. The first column should contain each interviewer's email.

  3. The other columns should have the field or attribute name as the header.

  4. Only include the columns you wish to edit in your CSV, and delete any columns you do not wish to edit.

  5. Do not leave cells blank, as this could result in wiping existing data.

Format for bulk uploading attributes:

  • Include the attribute name as a column header.

  • For each interviewer row, put a 1 in the column of each attribute to which you’d like to add the interviewer OR keep the interviewer.

  • Leaving an attribute cell blank will remove the interviewer from that attribute.

  • To create a new attribute, include the new attribute name as a column header.

Note: Attribute names are case sensitive.

Format for bulk uploading daily and weekly interview limits:

  • Include Daily Limit and Weekly Limit as column headers.

  • Both the Daily and Weekly Limit columns must be on the CSV file.

  • Both the Daily and Weekly Limit columns must contain values in order for the upload to be successful.

Be sure to save your file as a .csv once you are ready to upload.

How to Upload your File

When your CSV is ready for upload, click Browse to locate your file. Once you've chosen your CSV, click Upload.

You will receive a confirmation email from Prelude when your bulk upload is complete! Any changes you’ve made should be reflected in your interviewer's profiles, as well as the Interviewer Attributes page (if applicable).

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