Multi-upload is an optional feature you can enable on any existing Introw form. When enabled, partners get an extra option to upload multiple records in one go, directly within the standard form they already use for single submissions.
The form itself stays exactly as you configured it. Multi-upload simply adds a bulk submission option on top — so partners can choose what works best for them at that moment.
How it works
Every form in Introw is built for single record submissions. You define the fields, link them to your CRM properties, and your partners fill them in one by one.
When you enable multi-upload on that form, partners see an additional upload option. The upload template they can download contains exactly the same columns as your single-submission form — nothing more, nothing less.
Partners fill in the spreadsheet with one record per row and upload it when ready.
Introw then processes each row individually, applying the same validations, duplicate checks, and automations as a regular single-form submission.
How to enable multi-upload on a form
Go to Forms in your Introw portal.
Open the form you want to update, or create a new one.
In the form builder, add a form field called Batch Upload.
Save the form.
Configuring the button copy
You have full control over the labels shown to your partners for the multi-upload buttons. In the form settings, you can customize the copy for:
The upload button (e.g. "Upload file", "Submit multiple records")
The template download button (e.g. "Get template", "Download CSV example", "Get CSV example")
Any other multi-upload related call-to-action shown in the form
This lets you match the language to your brand or make the instructions clearer for your specific partner audience.
What happens after upload
Once a partner submits the file, Introw processes every row individually via the full form automation workflow:
CRM-based data validation
Required fields are checked on every row — rows with missing or invalid values are flagged and reported back to the partner
Field formats are validated against your CRM rules (e.g. phone number formats, dropdown values, numeric ranges)
Custom CRM validation rules apply automatically — no separate configuration needed in Introw
For example, if a partner enters a phone number in the wrong format, Introw will flag that specific row with a clear error message explaining what's wrong — so the partner can correct it and re-upload without having to guess.
Duplicate detection
Before creating a new record, Introw performs a 360° CRM check to identify whether the object (contact, company, deal, opportunity, or other) already exists
If a match is found, Introw updates or routes the record based on your configuration — no duplicates are created
Channel conflict detection
Introw checks whether the submitted record is already being worked on by another partner
Conflicts are flagged for your review, keeping deal attribution fair and transparent
Automations
Every successfully processed row triggers the same automations as a single-form submission
This includes CRM workflows, owner assignments, email notifications, and any other automation you have configured
Reviewing upload results
After processing, partners can see a submission overview listing every row from their upload with a clear status per record. At a glance, they can see which records were accepted and which ones went into error, along with the specific reason so they know exactly what to fix.
Partners can correct the flagged rows and re-upload without affecting already-processed entries.
