> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk upload multiple records

> Let partners submit many records in one form with a CSV batch upload.

> For partner ops collecting batches of records - lists of leads, end customers, or assets - from partners.

Sometimes a partner needs to hand over many records at once rather than filling out a form repeatedly. A batch upload field lets them submit a whole list in one CSV pass, and each row flows into your CRM like any other submission. This is the right tool when the unit of work is a spreadsheet, not a single entry.

## What you'll achieve

A form with a batch upload field where partners download a pre-built CSV template, fill in up to 1000 rows, and submit them all in one go - each row mapped to the right CRM object and properties so it lands as a clean record.

## Before you start

<Steps>
  <Step title="Confirm access">
    You need write access to forms.
  </Step>

  <Step title="Decide the per-record fields">
    Know the fields each record needs and how they should map to your CRM. The mapping model is covered in [Connect a form to your CRM](/features/forms/crm-field-mapping/guides/connect-a-form-to-your-crm).
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/forms/form-builder/guides/bulk-upload-multiple-records/steps/01.png?v=1783352103" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/forms/form-builder/guides/bulk-upload-multiple-records/video.webm?v=1783352103#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/forms/form-builder/guides/bulk-upload-multiple-records/walkthrough.html?v=1783352103" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open the form builder">
    Go to [Forms](https://app.introw.io/forms) and open the form on its **Form builder** tab. Use an existing form or build a new one first (see [Build and publish a form](./build-and-publish-a-form)).

    <Frame>
      <img src="https://assets.introw.io/docs/features/forms/form-builder/guides/bulk-upload-multiple-records/steps/02.png?v=1783352103" alt="Open the form builder" />
    </Frame>
  </Step>

  <Step title="Add a Batch Upload field">
    Use **Add field** and choose **Batch Upload**. This replaces single-entry inputs with one control that accepts a CSV of many rows, so a partner submits a list instead of one record at a time.

    <Frame>
      <img src="https://assets.introw.io/docs/features/forms/form-builder/guides/bulk-upload-multiple-records/steps/04.png?v=1783352103" alt="Add a Batch Upload field" />
    </Frame>
  </Step>

  <Step title="Configure the Batch Upload settings">
    Open **Batch Upload Settings** for the field and set how it presents to partners:

    * **Label** - the text on the upload button. Make it action-led, for example "Upload your leads".
    * **Subtext** - the helper line under the button. Use it to set expectations on format and size; the default notes a CSV upload with a maximum of 1000 rows.
    * **Download Template** - the label for the action that gives partners a ready-made CSV. The template's columns come from the fields you configured, so partners fill in the right columns in the right order.
    * **Upload Data** - the label for the action where partners choose their completed CSV file.

    <Frame>
      <img src="https://assets.introw.io/docs/features/forms/form-builder/guides/bulk-upload-multiple-records/steps/05.png?v=1783352103" alt="Configure the Batch Upload settings" />
    </Frame>
  </Step>

  <Step title="Map each record to your CRM">
    Confirm that each per-record field maps to the right CRM object and property in the **Automation** tab, so every row creates or updates the correct record. Set the write behavior the same way you would for a single submission - this is the create/update model from [Connect a form to your CRM](/features/forms/crm-field-mapping/guides/connect-a-form-to-your-crm).
  </Step>

  <Step title="Share the form and test a batch">
    Share the form as usual, then run a test: download the template, fill in a few rows, and upload it. The partner sees a preview of the rows to be submitted before confirming, and uploads over the 1000-row limit are rejected with a clear message, so large lists must be split into batches.
  </Step>
</Steps>

## Verify it worked

A test CSV with several rows submits as one batch, and each row appears as its own created or updated record in your CRM. The submission shows in your [Submissions](https://app.introw.io/submissions) inbox.

## Related

<CardGroup cols={2}>
  <Card title="Build and publish a form" icon="pen-ruler" href="./build-and-publish-a-form">
    Create the form and its fields first.
  </Card>

  <Card title="Connect a form to your CRM" icon="arrows-rotate" href="/features/forms/crm-field-mapping/guides/connect-a-form-to-your-crm">
    Route each record to the right CRM object.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>
