How to Sort or Filter Data During Mass Upload

While on the Review & Assign step, you can easily filter and sort your imported data based on Entity Type and Status.

1. In the Review & Assign section, locate the Entity Type and Status filters in the top-right corner of the screen.

2. Click the dropdown menu next to either filter to view the available options.

3. Select the desired filter to refine the displayed data.

Available Entity Type filters:

Available Status filters:

Using these filters can help you quickly review specific records and address any duplicates or errors before completing the import process.