In the Tasks menu, you can add multiple Tasks at once, also known as a bulk upload of Tasks. You can do this by downloading the provided Excel template, completing your Task data, and uploading it through the Settings menu.
To perform a bulk upload of Tasks, follow these steps:
Make sure you are logged in to your Qontak account through the website www.qontak.com and have opened the Tasks menu.
Then click the “Add Task” menu and select “Upload File”.
Download the Excel template available in the Qontak dashboard.
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When entering data using this Excel form, make sure that the data entered is not duplicated. Then fill in the available columns in Excel according to the database you have.
If there is a column marked with an asterisk (*), it means that the column is required. For customized columns such as Status, Job Title, etc., the data entered in the Excel file must match the options in the Qontak database. Pay close attention to the spelling, capitalization, and spacing, which must match exactly, because any typos or mismatches will cause an error in the uploaded data.
Once all the “Task” data in the Excel file has been filled in, you can change the format of the Excel file to “Text”.
Click “Browse a file” to re-upload the completed “Task” Excel file.
If the following notification appears, it means that your Task data has been uploaded successfully.
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To view the upload progress, you can check periodically in the Settings menu, then select Data management, and click the “Business operations” tab.
If any data fails to upload, the system will automatically send a notification to the email address registered with your Qontak account. After receiving the email notification, you can view detailed information about which data failed to upload. Check your file again and correct the incorrect data.
This concludes the guide on how to add Tasks in bulk in Mekari Qontak.