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Place Orders Bulk Orders

Got a ton of orders to place and cringe at the thought of adding them into the system one by one? Well, you don't have to. That's what the bulk upload tool is for. The WriterAccess bulk upload feature lets you place multiple orders without manually typing in all the details into each order form. You can instead upload all the details in an Excel document, which populates in the order forms for you. Sounds smooth and easy? That's because it is. Check out this video for the skinny on how bulk uploads work.

Transcription of Video

Got a ton of orders to place and cringe at the thought of adding them into the system one by one? 

Well, you don't have to. That's what the bulk upload tool is for. 

The bulk upload feature lets you place multiple orders without manually typing in all the details into each order form. You can instead upload all the details in an Excel document, which populates in the order forms for you. 

You can find this feature in the order form in the titles section, or you can find it as a button under placed orders. 

Let's go ahead and hit the button under placed orders. 

Your first step is to fill out all of the order details, which you can do manually or by importing a template. Just check off all the fields that you would like to fill in each order. 

Once you generate the template, it looks like this: beautiful, beautiful. 

You'll see all the different columns. And you can always delete columns that you don't need.

To fill in details for specific orders, add to the specific row that's associated with that order. 

Information to fill out on individual orders includes:
•        The title 
•        Order instructions 
•        Keywords, and make sure that you separate the keywords with commas if you're including more than one. 

Because who really just puts one keyword in; who does that? 

The staggered launch date column is where you can choose to have your orders launched at different times instead of all at once. And to do that, just set the date with forward slashes as seen here.

You can add a minimum or maximum word count and a target publishing date. If you're organizing your orders using project folders and tags, then you can add the folder name and the project tags and just make sure that you separate the tags by commas as well. 

After your document is filled out, save it and then upload it using the Start Import button. Drag and drop your designated file or select it from your computer. 

Once the document is uploaded, go through and match each column title with the associated column that you provided. Click import and then voilà, you have all your information queued up.

From here, you can upload a previously to create a brief. And if you don't have a creative brief saved as a template, click continue to order. 

Now you're down to the final details. Select the talent pool for your project, the pricing, and the add-ons. Just remember that everything that you select here will be applied to all the titles in your bulk upload. 

The last step is to actually place the order and then you're done. Your content is all lined up and ready to go.