Learn how to import hundreds or thousands of forms at once using our Excel-based bulk import feature. Follow our simple step-by-step guide to efficiently manage large form submissions.
Our import feature is designed to scale, supporting everything from a single form to thousands at once.
Note: The sample file contains pre-populated example data to help you understand the expected format. You'll need to replace this data with your actual information. The sample import file is also available when going through the import process later if you need it.
Tip: If you are starting with your own spreadsheet, you can copy the column headers from the sample file to ensure they match exactly. Column headers are case-insensitive, but spelling must be accurate.
Warning: Do not include any blank rows between your data rows. Remove all formatting, formulas, and extra columns that aren't needed for the import.
Note: You must be logged in to access the import feature. If you don't have an account, sign up here.
Tip: Make sure to select the correct tax year and form type.
Note: File uploads may take a few moments depending on file size. Files with thousands of records may take longer to process.
Tip: If you used the exact column names from the sample file, Auto Map should match all fields correctly.
Note: Not all columns need to be mapped. Only map the fields that contain data you want to import. You can click "Clear All Fields" to start over if needed.
Tip: After importing, review a few forms to ensure the data was imported correctly before proceeding to checkout and submission.
Troubleshooting tips for the most common import problems
Issue: "File type not supported" error
Solution: Ensure your file is saved as an Excel (.xlsx, .xls) or CSV (.csv) file. These are the supported formats.
Issue: "Required field cannot be empty" errors
Solution: Ensure every row has data in all required columns. Common required fields include:
Issue: "Invalid format" for dates, TINs, or amounts
Solution:
Issue: Auto Map doesn't match your columns
Solution: Use manual mapping by dragging columns to fields. Check for typos in your column headers or extra spaces.
Issue: Some rows imported, others failed
Solution: Review the import log for specific error messages. Export the failed rows, correct the issues, and create a new import for those records.
Issue: Upload or processing seems stuck
Solution: Large files (10000+ records) may take several minutes. Wait for the process to complete. If it exceeds 10 minutes, contact support.
Follow these guidelines for smooth, error-free imports
Before importing thousands of records, test with a small file (5-10 rows) to ensure your data format is correct and fields map properly.
Keep the same column headers across all your import files. This makes future imports faster since you can reuse the same mapping.
Remove extra formatting, hidden characters, and formulas from your Excel file. Use "Paste Values" to eliminate formulas before importing.
Review your data in Excel before uploading. Check for completeness, format consistency, and accuracy of TINs and amounts.
Save a copy of your original import file. This helps if you need to make corrections or reimport the data.
Use descriptive labels for each import (e.g., "Q4 1099-NEC Contractors") to easily identify them later in your import list.
A summary of the import process at a glance
Start using the bulk import feature today to save time and streamline your form filing process.
Need help? Contact us at support@efileforme.com or call 1-877-EZ-EFILE
