How to bulk import my form data?

Last modified 12/25/2024 1:01:31 AM EST

TaxBandits offers flexible options for bulk importing form data, catering to different needs. Based on the type of information you want to upload, you can choose from the following import methods:

Recipient Data with Form Fields

Choose this option if you need to upload multiple recipients for the same payer, including amount fields.

Import Methods:

• Standard Template:
  Download the provided CSV template, enter the recipient data along with form-specific fields, and upload it back to the system.

• Own File:
  Upload your custom file containing recipient data. Our system will guide you through mapping the fields for seamless import.

• Copy & Paste:
  Copy recipient data from another source (e.g., a spreadsheet) and paste it directly into the form fields in TaxBandits.

Payer and Recipient Information with Form Fields

Choose this option if you need to upload multiple payers along with their recipients, including amount fields.

Import Method:

• Standard Template:
  Download the provided CSV template, enter both payer and recipient data, and upload it to our system. This method ensures all required fields are correctly formatted for processing.