Description: Use the bulk upload option with upload custom fields that are mapping to deal cards in bulk.
Use case: It is easy to create bulk deal cards with custom fields added using the bulk upload option.
Navigation
Navigate to the Pipelines module.
Click on the three dots in the top-right corner. Click on Bulk Upload.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150056/image3-2.png)
Note: By mapping custom fields to the fields present in the Excel sheet, you can bulk-upload deal cards for a pipeline.
The sheet should be a CSV file. You can also download a reference sheet.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150057/image2-2.png)
Click Next Step.
Map columns, which insuredmine will read from the CSV file
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150051/image8-1.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150052/image7-1.jpg)
Check the custom fields that have been mapped before uploading.
A success message will appear on the screen.
Following the upload, you may notice new deal cards created in the pipeline and stage you selected.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150054/image5-2.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150054/image5-2.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150058/image1-2.jpg)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150055/image4-2.jpg)
Custom fields uploaded from the pipeline will only be mapped to that specific pipeline.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/05/05150053/image6-2.png)