Help with Bulk Send

Question

I’m running into this issue with Bulk Send. Here’s what I’ve done:

Created a new template with a WORD document
Added “text” fields for the columns in the spreadsheet that I need filled - each field was named in the “Data Label” per the spreadsheet column name
Saved the template
Accessed Bulk send via - Agreements - Bulk Send - Advanced Edit
Uploaded the spreadsheet and the following errors occur (please note that I’ve tried this using the sample csv and it only recognizes two of the data fields that I need).

Jenny.Martin · Accepted Answer

Hello ​@Ksanterre,Thanks for reaching out, and welcome to the Docusign Community!From what you’ve shown, the issue is that the names in your template don’t match the headers in your spreadsheet/CSV file.Your template has fields like Substitute: Phone1, Substitute: Phone2, and those long auto‑generated IDs for radio groups. While your CSV only has a column named 'Substitute: Phone’. The system expects the names to line up exactly, character by character. If they don’t, it throws the “matching exceptions” error.So the issue is:The template is looking for Phone1 and Phone2, but the CSV only has Phone.The radio button groups have long system‑generated names, but your CSV doesn’t have matching headers for those.To fix this, you’ll need to either:Rename the data label of your fields in your template so they match the CSV headers exactly, orUpdate the CSV file headers so they match the template’s Data Labels exactly.The easiest way forward is usually to clean up the Data Labels in your template (short, clear names like Phone1, Phone2, OptionA ..)and then re‑download the sample CSV. That sample shows you the exact headers the system expects, and you can copy them into your file.I hope this helps. Should you require additional assistance, feel free to reach out.Best Regards,Jenny |Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer”

Ksanterre · Answer

Thank you Jenny - Unfortunately I still couldn’t get that document to work correctly, so I had to make some adjustments. However, I’ve started a new document (similar in scope) and here’s what I’ve created (see attachment)...still getting the error message...the uploaded pdf shows two of the text boxes I created and the spreadsheet I’m using to show that the data label names match. And confused why the checkboxes are throwing errors...

Thank you for your assistance!

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.