Uploading records with Ace V3

Learn how to upload a file and review records before Ace adds them.

Use a CSV or Excel spreadsheet to add many records in one step.

  1. Select + in the message box.
  2. Select Upload a file, then select your CSV or Excel spreadsheet.
  3. Tell Ace what to do with the file. For example, ask Ace to add the drivers in the file to your database.
  4. Review the field mapping and sample rows that Ace shows. To see every row, select Review all rows.
  5. Review the records. To add them to your database, select Approve.