Data
Import in batches and review warnings. Go-live loads have a published order — do not invent one.
Where to find it: Left menu → Data Management → Bulk Data Import
Step 1
Left menu → Data Management → Bulk Data Import. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Upload the filled template. Review warnings. Commit only if you understand them. Work in batches.
Step 3
New rows should appear in the matching master. The batch should show success counts.
Yes. Bulk Data Import is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Yes. Masters first, then live files. See Go-Live Migration for order.
