Add Multiple Records at Once

AECPulse includes a bulk add option in several areas of the app. Use it when you need to create many records at once — for example, importing a list of clients or adding a whole new team.

Where bulk add is available

Bulk add is available in these areas:

• Projects — add multiple projects at once
• Tasks — add multiple tasks at once
• Team Members — add multiple team members at once
• Clients — add multiple clients at once
• Consultants — add multiple consulting firms at once
• Contractors — add multiple contractors at once
• Vendors — add multiple vendors at once

How to use bulk add

The process is similar in every area:

1. Navigate to the section where you want to add records (e.g. Clients).
2. At the top of the list page, open the Create button’s dropdown (the small arrow beside it) and choose the Create Multiple… option.
3. A form appears with multiple rows. Each row becomes one record.
4. Fill in the required fields for each row.
5. Add more rows as needed.
6. Click Save when done.

All records are created at once.

Tips

• Required fields are typically marked. Make sure all required fields are filled before saving.
• If there’s an error in one row, the save may fail for the whole batch. Fix the error and try again.
• After bulk adding, review the newly created records to make sure everything looks correct.

Related pages

• Add a team member
• Add a client and contacts
• Add consultants, contractors, and vendors
• Add multiple projects at once
• Add multiple tasks at once