A user must have bulk permissions to do bulk registration. Please see the “Configure Access Permission to Registration Group” user guide for more clarification on the bulk permissions. NOTE: individual permissions will not affect your ability to perform the actions below.

Bulk registration allows for the creation of entity records in large quantities. The system supports CSV, Excel, and SDF file types for upload. NOTE: SDF is restricted to groups containing a chemistry canvas data type field.

1. 1. Select a registration group to create new entities.

1. 2. Upload a file in the Bulk Create mapping area. IMPORTANT: You must supply all required values for a bulk upload to complete correctly. All dropdown options must be exact matches, this process is case-sensitive. Fields that allow multiple values must have the values in the following notation for the system to process them as separate options within the field: [Value 1|Value 2]

1. 3. The system will map any/all fields where the field headers are an exact match for an existing field in the registration configuration. Any mismatching fields can be manually matched after the upload

1. 4. OPTIONAL. You can use or save a bulk upload template. Please see section E.3 for more details on creating and saving templates. These templates will map fields in a manner previously specified.

1. 5. The system will upload your file and create any applicable parent/child records based on the supplied data. Once complete you can view the records created or navigate to any error messages from your upload, please see the Bulk Registration Log section E.4 for further details.