How do I bulk upload items?

The Oneserve Bulk Uploader tool allows users to upload large numbers of items all at once. The currently supported items are:

CANS_Bulk_Uploader

All Dates need to be supplied in the following format: YYYY-MM-DDT00:00:00.0Z

The Bulk Uploader tool will only accept the .csv file extension.

Valid characters are a-z (lower and upper case), 0-9 and !_.*'()". Filenames must not have spaces within them.

Activities cannot have negative values for quantity or duration.

Download one of our Bulk Upload Templates. These can be downloaded from the links below:
Library Activities Upload Template
Library Activity Costs Upload Template
Populate the template with your data and save it as a .csv file type.
Within Oneserve navigate to the Admin page and find the 'Tools' section, use the Bulk Uploader option to be taken to the Bulk Uploader page.
You will now see the Bulk Uploader history table and on the right side of the page the 'Upload File' option.
Select the 'Upload File' option, and the 'Import Data' modal will display.
Choose, or Drag and Drop your import file in the modal.
Your file will be verified. The Bulk Uploader will check for the type of import you are doing and how many items it contains.
If verification was successful you can use the 'Import' button to send your file to the Bulk Uploader service.
If your import was successful the modal will show a green banner, you can then close the modal.
Once refreshed (using the blue refresh button), the Bulk Uploader History Table will show your import. From here you can download your imported file and retrieve any error files.