How do I bulk upload files?
Updated 3 weeks ago
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How do I bulk upload files?
Gratona supports two forms of imports for files.
Profile Photos Imports: Import photos for donors and recipients, with the option to set them as profile images.
Documents Import: Import files and documents for donors and recipients.
There are two ways to start a bulk upload:
Data & Imports — navigate to Data & Imports in the sidebar and click Imports, or go directly to
/app/imports/data/wizard.
Import Wizard — select the import type and program, then upload your CSV
From a program card — navigate to Programs > Recipients, click the three-dot menu on a program card, and select Import. This opens the same Import Wizard with the program pre-selected.
Program card dropdown — click Import to open the wizard with that program pre-selected
Select Profile Photos or Files and Documents as the import type and choose the target program. Upload your photo files or CSV to begin.
Profile Photos Import
When uploading profile photos, the filenames must match a unique identifier associated with the donor or recipient. For example, if your recipient form has a "studentID" field, name the photos using those student ID values so the system can match each photo to the correct profile.
This applies to both donor and recipient forms. The unique field you use in your form determines how you name the photo files.
Profile Photos import — select the target entity and mapping field
After selecting Profile Photos, choose whether the photos are for donors or recipients, then select the form field to use for mapping. You can also choose whether to make the uploaded photos the profile images. Then upload the files, run validation, and proceed with the import. For the full recipient photo workflow, see How do I import recipient photos?
Documents Import
When uploading documents, prepare a CSV file with three columns:
UniqueField | FileName | Permission |
|---|
UniqueField — the value of the unique field used for mapping (e.g., student ID, donor ID).
FileName — the filename of the document to import.
Permission — whether the document should be public or private.
Once your CSV is ready, select Files and Documents as the import type. Choose whether the import is for donors or recipients and click Begin Import.
Files and Documents import — map your CSV columns to the unique field, filename, and permission
Map your CSV columns to the unique field, filename, and permission fields. Then select the donor or recipient form field that matches the values in your unique field column. For example, if your unique field values contain "studentID" values, choose the form field that matches studentID. Finally, upload the documents and click Begin Import.
Note: Start with a small batch of files or photos, verify they were imported correctly, and adjust your process before scaling up.