ServiceConnect: Using the Bulk Upload Tool

The Bulk Upload feature lets you quickly add a large number of tasks to the system. This is especially useful for:

• Recall campaigns

• OEM or dealership marketing outreach

• Custom promotions and follow-ups

Your management team or myKaarma Support can upload a spreadsheet in CSV, XLS, or XLSX format. At a minimum, the file must include Task Name and First Name. However, including more fields is recommended. The system will attempt to match the data with existing customer profiles. If no match is found, new profiles will be created.

During upload, the system will try to automatically map fields. Make sure to review all field mappings and correct any that are inaccurate.

If the system detects errors, fix them in the original file using Excel, Google Sheets, or your preferred spreadsheet tool, then re-upload.

If you have questions at any point, feel free to contact myKaarma Support at support@mykaarma.com.