How to use the batch upload of business and clients

To save time and avoid uploading businesses one by one, use the batch upload feature for new businesses and contacts:

Welcome to our guide on how to upload businesses in batches. This is designed to save you time by avoiding the need to create each business one by one. It is easy and simple to use, and we will guide you step-by-step without any issues.

To upload your businesses, please follow these steps.

Step 1. Log in to your account.

Step 2. Select “My Clients” from the menu.

Step 3. Enter the sub-folder named “Businesses.”

Step 4. Select the button “Add a Business.”

Step 5. Once inside this section, click on the button labeled “Go to Upload form.”

Step 6. In this section, you will find ample explanations on how to use the form, as well as frequent error fixes that you can use to ensure a perfect upload.

Step 7. Click the “Sample.csv” button to obtain the file format for uploading information. This file is in CSV format and has a sample to ensure you place all the relevant and required information. Fill in the mandatory fields (marked with an asterisk) in the document.

Step 8. Once you have completed the format and have the file ready to upload, click on the “File Upload” button and send your file.

Step 9. Wait for the system to process the upload. Before finalizing, you will have a preview of each business uploaded. If any errors arise, a warning message will appear on the system.

Step 10. Be aware that having quotation marks or commas on the file may cause certain issues depending on the way the CSV is constructed by your editor. Go to “How to Fix the Error” to see the options to improve your upload process.

Step 11. Verify that the upload was successful.

Step 12. Finally, if you encounter any issues, submit a support request for assistance.

We hope this guide has been explanatory and helpful for your process. Thank you for using LikeIt and for trusting us.