How do I set up template to pre-upload folks info with necessary information in specific areas of the form?

Hi there! I just did a bulk send and added the custom fields so CSV information can be pulled in once it’s sent but it didn’t pull any information. Can you walk me through how to do this specifically? I created the CSV with the template, created custom fields, and bulk sent. 

@jcriollo - Can you take a screenshot of what your CSV heading looks like and the first 2 rows with data?

Can you provide insight on why fields weren’t pulled? I have the custom fields names the same as what’s in the CSV to make sure information is pulled. 

@jcriollo - Do you not have any Data Label fields?  Just Envelope Custom Fields?  From your example above, I see that Training - Date of Training, Total Training CEU hours, Attendee First Name, Attendee Last Name, etc.  These fields would be show up on your CSV as Role 1::Training - Date of Training, Role 1::Attendee First Name, and so on.   These fields would be populated from the CSV file onto your envelope.   The Envelope Custom Fields are part of the envelope but not visible on the form itself, but they would come up on reports. 

What’s the difference of the data label fields and envelope custom fields? I added Role 1::Name, Role 1::Email, Envelope Custom Field 1, Envelope Custom Field 2, Envelope Custom Field 3 in the CSV and put information under there to align with the custom fields I created in the template. I added Custom Fields in the template and named them the same so they can pre-fill prior to it being sent to the signer but it did not populate. 

I’m at a loss at how this information will get pulled. Is there anybody in your team that could take a look at the template in my profile rather than going back and forth? Trying to get this figured out ASAP. 

@jcriollo - Data Label Fields and Envelope Custom Fields serve different purposes and are used in different contexts within the platform.

These are your Data Labels Fields: 

These are your Envelope Custom Fields:

Thanks. Can you please explain the context on when these are used then? 

Again, I made the below CSV file with intent of using it during the bulk send and have it pre-fill items, pulled from the CSV, once it’s sent. Below is the CSV file with the names I wanted it to link to in the custom field. 

Below is how I have my template laid out. I am naming the custom fields’ data label the same as the labels in the CSV so it can pull accordingly, but it’s not pulling information. Can you explain why or what next steps I should take? 

@jcriollo - 

Data label fields are used to identify and categorize the information contained within a form or document. 

Envelope custom fields are used to store additional metadata about the envelope (the container for documents and recipients) itself. They provide a way to track and manage custom information related to the entire envelope, rather than specific document fields.

You named your Data Label “Envelope Custom Field 2” that is OK. but you can actually name it “Training - Date of Training” 

These Data label fields in your case, has to be associated to one of the roles on the form to be able to pass data from the CSV.  You can make them read only if your don’t want the recipient to be able to make changes.   So, the heading on your CSV for this fields need to say Role 1::Envelope Custom Field 2, per your example. Also, for the other fields.

Thanks! This was helpful but now only portion of the CSV is being pulled. The name and CEU credits don’t get pulled, despite the Data Label including the name in the CSV and the CSV being adjusted. Any suggestions on how to fix this?