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How to bulk import royalties and expenses

1. Open External Royalties/Expenses​

Open External Royalties and Expenses from the left navigation

  1. In Publisher Champ, select Ext. Royalties/Expenses from the left sidebar.
  2. On a smaller screen, open the navigation menu first, then select Ext. Royalties/Expenses.
  3. Find the Import & manage section near the top of the page.
  4. Select Bulk import. This opens the Import Bulk Royalties/Expenses modal.

You can also open the page directly from External Royalties/Expenses.

2. Choose how you want to create the import​

Open the workbook guide, download the sample, upload a file, or create an import from scratch

  • Download the sample bulk report from the modal, or download it directly from here.
  • You can also select Create from Scratch to build the import inside Publisher Champ.

For adding, finding, editing, tagging, and importing external records, see the complete External Royalties/Expenses guide.

3. Familiarize yourself with the definitions guide​

Definitions guide for bulk import

  • Read the definitions sheet so you familiarize yourself with the columns each royalty/expense entry should have

4. Check out the Examples sheet​

Examples sheet for bulk import

  • In the Examples sheet you can find a few examples of how your entries should be formatted and be prepared to be imported

5. Edit the Royalties & Expenses sheet​

Edit Royalties & Expenses sheet

  • Edit the Royalties & Expenses sheet with all the entries you want to bulk upload.
  • You can enter a user-created format, such as Large Print, in the BOOK FORMAT column. Create it first from Bookshelf & BSRs → Manage formats. See the custom book formats guide.

6. Upload edited file​

Upload edited bulk import file

tip

If there are any errors in the file, a warning will appear at the top of the page and you will need to fix those errors and re-upload your file so that all your Royalties & Expenses are uploaded correctly!