Add new requests in bulk via Excel

Add requests to Quartzy in bulk using the Requests Import Template when requesting a large order. That way, you don't have to add each request individually to your Group!

1. From the Requests module, select the Group from the drop-down list where you want to add the requests and click Import on the left sidebar.

Note: There is no option to import when viewing All Groups.

 

2. Click Download Template and open the Excel file.

3. Copy and paste your data into the template under the appropriate columns and save the file. 

If the items need to be ordered: Leave the Date Ordered and Date Delivered columns blank.

If the items have been ordered, but not yet delivered: Fill in the Date Ordered and leave the Date Delivered column blank.

Important: Do not add or delete any columns or worksheets from this file.

4. Back in Quartzy, check the 'Yes, I used Quartzy's Excel Template' checkbox, and click Upload File.

Your items will be added to either the New or Ordered status for the Group depending on which date columns were left blank. Then the group Admin(s) can update the requests!

 

Next Up: Learn how to import an order history

 

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