Running a Bulk Import

Updated Apr 4, 2026 Data Import and ERP

Once your CSV file is ready, run the import from the Bulk Import page.

Steps

  1. Go to Bulk Import in the sidebar.
  2. Click Upload CSV and select your file.
  3. SampleHQ parses and validates the file. Any issues (missing required fields, formatting errors) are shown before the import runs.
  4. Review the preview of records to be imported.
  5. Click Start Import.
  6. The import processes row by row. A progress indicator shows how far along it is.

During the import

You can navigate away from the page while the import runs. It continues in the background. You will receive a notification when it completes.

After the import

Review the import results to see how many records were created, how many were skipped as duplicates, and whether any rows had errors.

Bulk Import Overview Preparing Your CSV File