The Bulk Upload Feature allows you to upload multiple Design Registrations or make several edits to existing Design Registrations all at once. The Bulk Upload Template is linked below, so you always have access to the latest template version.
Batched Design Registrations are viewable as soon as they are uploaded, allowing you to review them immediately, and they are editable until approved. Intel Representatives receive email notification of these Design Registrations, once submitted.
Bulk Upload Template
The Bulk Upload Documents link on the Partner Portal Home page connects here, where you will find the most up-to-date Bulk Upload template and template description files. Additionally, clicking on the Eligible Products link on the Partner Portal main page, or selecting the Design Registration Eligible Products report in the Reports tab, will provide you with the latest list of products that are eligible to be used in your design.
There are three different types of columns in the Bulk Upload template: File Level Columns, Product Columns, and Header Columns.
A chart with all the template column names, along with complete field descriptions, is available in the Download template descriptions link above. The chart also identifies which columns are required for submission.
File Level Columns
The Group ID is a unique identifier provided for each registration, consisting of one header and one or more products.
The Product/Header column indicates if the data in that row is for the product or the header.
These are the File level columns in the template. In the graphic to the right, Group ID 1, has 1 header and 1 product. Group ID 2, has 1 header and 3 products.
Header columns provide header related data for the Design Registration.
These are examples of Header columns in the Bulk Upload template.
Product Columns provide product related data for the Design Registration.
These are examples of Product columns in the Bulk Upload template.
Bulk Upload Process
To begin the process, click the Upload Design Registrations tab.
Next, click the Choose File button to navigate to your bulk upload file. ((filename).cvs)
Once the file is selected, click Import Design Registration.
Duplicate Upload Soft Warning
When you upload a file with the same title and row count, you will get a soft warning that the file has already been uploaded before. Click OK and the Bulk Upload proceeds. The re-upload does NOT try to replicate existing Design Registrations. If no changes are made to any existing line items, those records will remain the same.
Important—If a Design Registration has already been approved, the upload will fail.
Key Points and Reminders
Once the template is filled out, you must save it as a .csv file to maintain the UTF8 format prior to upload.
Owner field should be left blank. The email of the importer will be auto populated during the upload.
Dates need to be in US date format (mm/dd/yyyy).
Columns can be rearranged in the template, but the column names cannot be altered nor can there be columns without a column name.
Dependencies on available products may be determined by Vertical Market selection.
Design Registration Batches
To review uploaded Design Registration batches, click the Design Registration Batches tab. This is where you will find all batch Design Registrations that were submitted via bulk upload. To view the Design Registration Batch Detail page, click the Batch ID.
Design Registration Batch Detail
This is the Design Registration Batch Detail page.
You can see a processing status summary of what passed and failed.
Under the Processing Status column, you can see which line items were successfully uploaded.
The file used for the bulk upload is accessible under the Title column.
Click the Design Batch Report link to get more information on the upload.
Design Registration Report
The Design Batch Report has a similar format to that of the bulk upload template. The first 4 columns of this report include information pertaining to the upload.
Click Export Details to export the report to Excel.
View Design Registration Batch ID.
Exporting a Bulk Upload Report
When you click Export Details from the Bulk Upload Report, the Export Report page appears. Filter the File Encoding and File Format and click Export.
You can then filter out any failed line items and make corrections, as well as make changes to any line items that uploaded successfully. The same file may then be reloaded to process those edits.