How to send multiple Merits™ from a spreadsheet


    Create and format your spreadsheet using the following guidelines:

    • The spreadsheet must be a comma-separated values file (.csv).

    • The spreadsheet should include the following headers:

      • Email

      • First Name

      • Last Name

      • Merit Title

      • Additional Field(s) 1...30

    • Merit titles must be spelled exactly as they were entered when created or last updated, otherwise they'll be ignored.

    • Merit titles that contain commas must be enclosed in quotation marks.

    • Date type fields must be formatted as "mm/dd/yyyy" (e.g., 05/12/2016).

    • Values in the Short Text Field columns cannot be longer than 60characters.

    • Values in the Long Text Field columns cannot be longer than 1000characters.

    • Values in the Checkbox type field columns must be either "Yes" or "No".

    1. Once your CSV file is ready, go to your Admin Dashboard and navigate to the Send Merits Folder on the left and, at the top of the page, click the ‘Upload Spreadsheet’ tab.


    2. To upload, click the ‘Upload CSV’ button, then select the file from your computer that you wish to upload.

    3. If you have successfully uploaded the .csv file, you will be given a pop-up saying that your upload was successful. If it wasn’t successful, a pop-up will tell you what you are missing and you will need to enter the missing data manually.

    4. Carefully review your entries and when you're ready, click 'Send All' 

    Was this article helpful?
    0 out of 0 found this helpful


    Get Additional Help

    Visit our Helpdesk for additional help and support.