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Processing Bulk Evaluations

How to processing a bulk batch of evaluations using the Bulk Evals feature

Shem Mankey avatar
Written by Shem Mankey
Updated over 3 months ago

From the Web Dashboard

1. Click "Bulk Evals"

2. Click "Upload CSV"

3. Click "Download CSV Template" to download the template required to process bulk evaluations.

4. Complete this template, minimum required is:

  • 1 vehicle identifier (Reg + State or VIN)

  • Mileage (KM)

  • Notes are optional, these are the notes on each evaluation/vehicle

5. Once you have completed the bulk evaluation template, save the file and close.

6. Click this file field. to find and upload your completed bulk evaluations template.

7. Click "If existing eval found for same car" dropdown to select the action should there be a matching vehicle found, options are:

  • Create a new evaluation

  • Update mileage on existing evaluation (always)

  • Update mileage on existing evaluation (if evaluation is less than 30 days old)

  • Update mileage on existing evaluation (if evaluation is less than 90 days old)

8. Click "Upload"

9. You will see a success message indicating the file was processed successfully, you can see the status of each evaluation in the list below.

10. Once all evaluations has successfully completed, all the evaluations will be visible in the "Evaluations" page.

11. Find and edit each individually with more detail including photos, reconditioning etc.

12. Click this icon and then choose "Edit Eval" to edit.


Still Need Help?

If you need additional assistance, please reach the AlgoDriven team via the in-app chat, available in the Mobile App or Web Dashboard located as below:

  • Web Dashboard: Bottom right of the screen, blue chat icon

  • Mobile App: Menu on the main screen, then 'Help & Support'

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