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Bulk send CSV template not finding data fields from contract template

  • July 23, 2024
  • 4 replies
  • 497 views
I
New Voice
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I’m looking to send a document to all members of staff, but some of the details within the document are different for each person (e.g. employment start date). The template and bulk send function seems perfect for this purpose, but I’m running into problems.

  1. I’ve created my template with all relevant field names (all “text”, no numbers)
  2. I go into Template, click “Use” » “Advanced Edit” » Bulk Send » Upload a CSV » Next » Download Sample CSV
  3. The CSV template only returns two fields: 
    • Recipient::Name
    • Recipient::Email
  4. All of the fields I’ve added in the template are completely missing

 

Can anyone help?

Best answer by Michael.Rave

@IanH 

You can manually add the desired fields into the CSV file. You need to make sure about the correct spelling from the data label as well for the recipient role. Let’s say you have a role called “Employee” and fields assigned to that role have a data label of “StartDate”, then the column needs to be “Employee::StartDate”.

Actually doing the steps you described should generate a CSV file with all the existing fields on the document. I am not sure if this works with collaborative fields, as I have never tested it myself. Other than that I cannot think of a reason right now why they potentially would not be added to the CSV file.

T

4 replies

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • Answer
  • July 23, 2024

@IanH 

You can manually add the desired fields into the CSV file. You need to make sure about the correct spelling from the data label as well for the recipient role. Let’s say you have a role called “Employee” and fields assigned to that role have a data label of “StartDate”, then the column needs to be “Employee::StartDate”.

Actually doing the steps you described should generate a CSV file with all the existing fields on the document. I am not sure if this works with collaborative fields, as I have never tested it myself. Other than that I cannot think of a reason right now why they potentially would not be added to the CSV file.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • August 6, 2024

Hello @IanH ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

T
Newcomer
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Hi @mrave and @nathaly.monge,

 

I wanted to add a comment, as this came up as the top search result when I had the same problem.

 

For me, the issue was that the missing field was a Number field. It appears that Number fields in a template cannot be set using the bulk send feature. It looks like this is completely un-documented, and @mrave’s answer will not work, and will give an error saying “The following items could not be matched between entries on your envelope and the imported bulk list”

 

Setting aside that this appears to be a bug, the suggestion to “manually add the desired fields into the CSV file” seems to miss the point of being able to download a sample CSV.

N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • September 13, 2024

Hello @Tobias Tobias ,

Welcome to the Docusign Community and thank you for posting your concerns!

We appreciate the information and discovery provided regarding this issue. @mrave’s is correct, you can add fields to the CSV manually (the headers for a field), however, depending on how the field might be set up or due to a glitch or even due to user error it can give out the error you are seeing. It is always recommended to use the CSV Docusign provides for the envelope/template.

The following article might be of help: Generate a Customized CSV File for the Bulk Recipient List

However, if the document has the fields with the needed data labels, the sample CSV is downloaded but do not include those fields and trying to add them manually does not work either, I believe it is better to have that checked out.

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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