Contents 🚀
Introduction 👋
Our bulk upload and create functions are great ways to execute mass actions for your contracts. The process is anchored in your CSV, which will contain the data points that populate the contracts in Juro.
If you have problems opening CSV files in Excel, the steps outlined in this article will have everything ready for upload in no time.
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💡 NOTE: Password-protected documents cannot be uploaded into Juro using the Bulk upload feature.
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Step 1️⃣ Creating your upload 🎨
Once you've downloaded the Juro CSV sample to your desktop:
1. Starting with a blank workbook in Excel, go to the Data tab, select Get Data and then From Text and select the Juro CSV sample.
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Step 2️⃣ Delimiting your Excel file 👐
To delimit your Excel file:
1. Select Delimited > Next, check the Semicolon and Comma delimiters and click Finish.
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2. In the Import Data pop-up, leave the default value unchanged and press OK.
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Delimiting your MacOS Numbers file 🔩
If you're using Numbers instead of Excel:
1. Click File > Export to > CSV. From the Text Encoding dropdown, select Unicode (UTF-8)
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2. Select Next and specify the file destination.
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Managing special characters in CSV files 🔣
If your CSV upload contains special characters (e.g. !, @, #), you must save it as a UTF-8 file. To do this:
Click Save as.
From the file format dropdown, select CSV UTF-8 (Comma-delimited)(.csv).
Select Save.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com.
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