- Log in to SIMPro and click on Uploads in the navigation menu.
- Select New Upload.
- Select Custom Fields for ‘Upload Type’ in the dropdown.
- Select the following for ‘Save Choice’:
- Update will update the desired custom fields only (recommended option).
- Overwrite will replace all information in customs fields, including the blank cells.
- Select for Comma [,] for ‘CSV Delimiter’ in the dropdown.
- Click Choose file. This will allow you to upload the CSV/Excel file.
- Click Go to bulk update SIM’s custom fields.
Please note, you will need to ensure the CSV/Excel file has been formatted correctly.
You will be able to download a pre-formatted file in SIMPro as seen below: