August Tip of the Month - Client Data Bulk Upload

Welcome to our August Tip of the Month at BIS. This month we are highlighting some new additions to the Client Data Bulk Upload section on The BIS Platform.

Under the Tools menu on The BIS Platform, you will find the Data Utilities section where in the Client Data Bulk Upload area, you can now upload and update various client information for a particular cohort of clients at once.

You can now upload each of the below client information in bulk to BIS using a .csv file in excel;

• Employer Name
• Handler
• Email
• Phone
• Mobile
• Review Date
• Address 1
• Address 2
• Address 3
• Address 4
• Postcode
• Referred By
• Introduction Date

You will need to include the Client ID in the first column, followed by the areas above in which you would like to update. You can update a number of sections or one column at a time.

Please click below for a preview of what the layout of your upload file would look like; (Please note this is an excel file and will need changing to .csv format for use)

Example Document

When you are ready to upload the client data, you go to the Client Data Bulk Upload section on BIS, select and upload you file using the 'Choose File' option, and finally, click 'Process CSV File' under Tasks / Actions.

You will then get a notice to say that the file has uploaded successfully where you can review the changes to your client files.

If you would like to find out more about the Client Data Bulk Upload feature on The BIS Platform, you can contact the office on 01 496 0006 or email us at info@brokerinformationservices.ie.

If you are not currently using BIS and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.

Keep a watch out on your inbox as our September tip will be coming shortly with some more great information on The BIS Platform.