Tutorial: Bulk Import & Export (Professional)

Bulk Import & Export: Complete Professional Tutorial

Efficiently manage large watch lists with CSV import/export functionality.

What You'll Learn

• Downloading the CSV template
• Preparing your data
• Importing watches
• Handling errors
• Exporting your data

Part 1: Importing Watches

Step 1: Download the Template

1. Go to Bulk Import/Export in sidebar
2. Click "Download Template"
3. Save the CSV file
4. Open in Excel or Google Sheets

Template Columns

Step 2: Prepare Your Data

Example Data:

• John,Smith,William,OH,Cleveland,2026-PRB-001,high
• Mary,Johnson,,CA,Los Angeles,2026-PRB-002,medium

Data Preparation Tips:

• Remove header duplicates
• Check for empty required fields
• Verify state codes are 2 letters
• Remove special characters from names

Step 3: Upload Your File

1. Click "Select File" or drag & drop
2. Supported formats: CSV, XLSX
3. Wait for file to process

Step 4: Map Columns

If columns don't auto-detect:

1. Match each spreadsheet column
2. Use dropdown to select field
3. Skip columns you don't need
4. Click "Continue"

Step 5: Preview Import

Review before importing:

• Green rows - Valid, ready to import
• Yellow rows - Warnings, review recommended
• Red rows - Errors, won't import

Step 6: Import

1. Review final count
2. Click "Import X Watches"
3. Progress bar shows status
4. Confirmation when complete

Part 2: Exporting Data

Exporting All Watches

1. Click "Export Watches"
2. Choose format: CSV or Excel
3. Download file

Export Options

Select what to include:

• Active watches only
• Include archived
• Include match history
• Include case information
• Include notes

Best Practices

Before Importing

1. Clean your data - Remove duplicates
2. Verify formatting - Check names, states
3. Start small - Test with 5-10 rows
4. Have case ready - Create cases first

After Importing

1. Verify count - Match expected number
2. Spot check - Review a few watches
3. Check cases - Confirm linking

Troubleshooting

• "Required field missing" - first_name and last_name required
• "Invalid state code" - Use 2-letter codes (OH, not Ohio)
• "Duplicate found" - Name+State combination exists

Next Steps

• Tutorial: Case Management
• Tutorial: Team Collaboration
• Exporting for Billing