Introduction

With Self Service Uploads, you can accurately and efficiently upload your own data files to insert or update team member records.

With this feature, you can:

  • Mass create profiles for existing team members
  • Mass update field values on current team member profiles
  • Download a Sapling CSV template to insert your information into
  • Upload a CSV file

Important to note: Only users with Super Admin permissions can view the Self Service Upload feature on their account.

How to use Self Service Upload?

From the home page, navigate to Platform Settings > Platform > Upload Data. Under the Upload Team Member Data, please select whether you want to:

  1. Create profiles for existing team members
  2. Update values on current team member profiles.

How to create profiles for existing team members

Select the Create profiles for existing team members and choose how you'd like to upload the data:

  • Download the Sapling profile data template
  • Upload a CSV file
  • Fill it in directly in Sapling

1. Use Sapling template

Here, you are prompted to first download the Sapling template. If required, click on Download template and review the in-template instructions to learn how to fill it in.

Pro Tip: delete any fields or columns that you are not updating the data for to reduce time spent mapping data fields once you upload.

2. Upload a CSV file

Once you’ve filled in the CSV template, return to this page and upload the data by selecting the “Upload a CSV file” option.

A new browser tab opens. To bulk add user information, upload the CSV file.

You can upload any .csv, .tsv, .xls, .xlsx, .xml file with any set of columns as long as it has 1 record per row.

The next step allows you to match your spreadsheet columns to the right Sapling data points. You're able to clean up or remove any corrupted data before finalizing your report.

After confirming the mapping, click Review. On the next page, data can be edited straight from the upload tool without having to upload a new spreadsheet.

Then click Continue and Yes to Submit.

Your uploaded data will be processed and you will receive an email when the data has been successfully uploaded to Sapling.

3. Fill it in directly in Sapling

Similar to the normal uploader, you can upload team member's data manually by entering the data in the table.

How to update values on current team member profiles

The process for updating values on current team member profiles is the same as described above, but affects a single profile field instead of mulitple. Please select the data type you want to update and select the method (CSV upload or manual input).

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