Bulk Actions

Bulk Creation

Create multiple items in a category at once using spreadsheet upload.
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Create multiple items at once

The Bulk Upload function allows you to create multiple items in a category using an Excel file. It is useful for migrating data from another system, populating a category with initial records, or registering large volumes of information at once.


How to use

Access the Bulk Actions modal

On the items screen of the desired category, click the settings icon (gear) in the toolbar and select Bulk Actions.

Select the Bulk Upload tab

In the modal that opens, make sure the Bulk Upload tab is selected.

Select the form

Choose the form that will be used as the basis for the created items.

Download the spreadsheet template

Click Download Template. The downloaded Excel file will contain columns corresponding to the fields of the selected form, with no data filled in.

Fill out the spreadsheet

Open the file and fill each row with the data of an item. All required fields must be correctly filled.

Upload the file

Back in ENSPACE, click the upload area or drag the completed file. If the category has configured flows and you do not want them to be triggered for each created item, enable the Ignore Flow option before submitting.

Submit

Click Submit. Processing may take a few minutes depending on the volume of data.


Result

After processing, you will receive an email confirming success or reporting errors. If there is any error in the spreadsheet (empty required field, incorrect format, invalid data), the entire spreadsheet will be rejected and the email will detail the issue found.

Successfully created items will automatically appear in the category items table.


Ignore Flow

If the category has a flow configured with a creation trigger, each item created by the spreadsheet would trigger a flow execution. In a spreadsheet with thousands of items, this could generate thousands of simultaneous executions.

The Ignore Flow option allows you to create items without triggering the associated flows. Use this option when performing an initial data load or migration, where flow execution is not necessary.


Relationship fields

Relationship fields are represented in the spreadsheet as JSON objects. The downloaded template already includes the expected format in the column — fill it according to the indicated structure.

For information about multi-select fields and fields with long references, see the technical notes on the main Bulk Actions page.