Automatically Connecting Sales Files to Templates with Bulk Identifiers

Bulk Identifiers are the snapshots of your sales files that Curve uses to automatically match the sales file with the correct sales template during ingestion. Within templates, these associations show where bulk ingestion matches have been created. Bulk identifiers are created every time you upload an example file to a template or manually assign a template to a sales file.

You can delete bulk identifiers with the red trash can icon should a sales file become mismatched to a template or has issues with auto-matching. You should only delete these identifiers if a template is incorrectly matched with sales files during ingestion.

You can also use priority ingestion to force a template to ingest if multiple templates match a sales file. Setting multiple templates to Priority Ingestion will force a sales file to ingest multiple times, once against each matching template.