Bulk Upload Multiple Transactions

Bulk Upload Multiple Transactions

Qapita allows you to upload multiple transaction records at once using the bulk upload feature—saving time and minimizing manual effort.

To perform a bulk upload of transaction data:

Step 1: In the left-hand menu, navigate to Ownership > Transactions.

Step 2: Click the Upload icon () to open the Bulk Upload screen. 

Step 3: Select the fields you wish to include by clicking on each one and enabling the relevant checkboxes.

Step 4: At the bottom of the screen, choose one of the following:

• Download Template – to get a blank copy of the upload template
• Download Template with Data – to receive a sample-filled version for reference

Step 5: Fill in or edit the template with your transaction data, then save the file.

Step 6: Click Upload File to submit your completed template.

Step 7: If any issues are detected, click Download Error Spreadsheet, make the necessary corrections, and re-upload the file.

Step 8: Click Next to proceed.

Step 9: To add supporting documents, click Choose File, locate your file, and then click Open.

Step 10: Click Save to complete the bulk upload process.