Bulk Upload
Upload leads and sales data in bulk using CSV or Excel files
Total Uploads
4
This month
Total Records
4,690
Processed records
Success Rate
94.2%
Valid records processed
Processing
1
Files in queue
Upload Leads
Upload new leads data from CSV or Excel files
Upload Sales Data
Upload converted sales and commission data
Upload History
Track all bulk upload activities and their status
| File Name | Category | Upload Date | Records | Success Rate | Uploaded By | Status | Actions |
|---|---|---|---|---|---|---|---|
leads_january_2024.csv | Leads | 1/15/2024 | 1,250 1180 valid, 70 invalid | 94% | Admin | Completed | |
sales_december_2023.xlsx | Sales | 1/10/2024 | 890 890 valid, 0 invalid | 100% | Sarah Chen | Completed | |
leads_bulk_upload.csv | Leads | 1/8/2024 | 2,100 1950 valid, 150 invalid | 93% | Admin | Processing | |
partner_sales_data.xlsx | Sales | 1/5/2024 | 450 420 valid, 30 invalid | 93% | Rajesh Kumar | Failed |
File Format Guidelines
Required columns and format specifications for successful uploads
Leads File Format
- • Name (Required)
- • Email (Required)
- • Phone (Required)
- • Product Interest
- • Location
- • Source
Sales File Format
- • Lead ID (Required)
- • Partner ID (Required)
- • Product (Required)
- • Sale Amount
- • Commission
- • Sale Date