Switching to a new system is exciting, but getting all your info in there can be tough. We get it - typing everything again takes a lot of time! But guess what? Curate has a cool trick called Bulk Imports. It lets you bring your info from spreadsheets into Curate with just a few clicks. No more typing everything all over again!
What is Bulk Imports?
Think of Bulk Imports as a super helpful tool that makes your life as an event pro much easier. It's like a magical bridge that lets you move all your important information from other places, like spreadsheets, into Curate with just a few clicks.
Imagine you have a bunch of data in Excel sheets or other files – things like your clients' names, the products you offer, or the ingredients you use. Now, instead of typing all of that into Curate one by one, which can take forever, Bulk Imports lets you bring all that data in at once. It's like dumping a box of puzzle pieces onto a table and watching them all fit perfectly into place.
So, whether you're starting fresh with Curate or switching from another system, Bulk Imports is your shortcut to getting all your essential data into Curate without the hassle of manual typing. It's like having a personal assistant that organizes your information for you!
How Does It Work?
Imagine you have a big box of puzzle pieces, and each puzzle piece represents a piece of information – like a client's name, email, or a product's details. With Bulk Imports, you gather all those puzzle pieces into a special file format, like .csv, .tsv, .xls, .xlsx, or .xml. This file is like your treasure chest of information.
Then, you open Curate and head to the Contacts or Catalog tab. Right at the top, you'll spot the "Bulk Import" button. When you click that, it's like opening the door to your treasure chest.
You select the file you prepared, and Curate starts working its magic. It takes each puzzle piece from your file and places it in the right spot within Curate. It's like watching a jigsaw puzzle come together before your eyes!
You might need to do a little bit of matching to make sure the pieces fit just right, but Curate guides you through this process. Once you've confirmed everything is in the right place, you click "Confirm Upload," and voilà! Your puzzle is complete, and your data is now part of your Curate world.
And the best part? You didn't have to type all that information one by one. With just a few clicks, you've brought all your important data into Curate, ready to be used in your event planning journey.
For more step-by-step instructions and video check out our help article.
Benefits of Bulk Imports
Bulk Imports isn't just a time-saver; it's a game-changer. Imagine the hours you'll save by not having to type every single detail manually. Whether it's your client list, your product inventory, or your secret ingredient recipes, Bulk Imports lets you make a seamless transition.
So, say goodbye to the stress of starting from scratch in a new system. With Bulk Imports, you're equipped to move your data effortlessly and focus on what truly matters – crafting unforgettable events. It's like having a shortcut to success right at your fingertips.
Ready to see how Bulk Imports can transform your data migration journey? Dive in and experience the simplicity and efficiency for yourself!
Software like Curate saves you hours in administrative tasks at your event business. See why our customers love us and try it today!