How to Fill the Template for Bulk Order Upload in Xvantage for Associates

Overview:

This guide outlines the steps to fill the bulk order template in Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for X4A and open it.  

3. Within X4A, hover over the left navigation menu and click Sales, then select Bulk Order Upload under Orders.

4. In the Country drop-down, select the country.

5. Click Download Template.

6. The template will automatically download and be saved in your Downloads folder.

7. Open the template from your laptop using Excel or another spreadsheet editor.

8. Complete the template, filling in all necessary information. The template contains five required columns highlighted in yellow and these must be completed. You may also fill in optional fields based on your order requirements.

9. Save the file using a unique filename. You cannot upload a file in Bulk Order Upload with a name that has already been used previously.