Quick Answer
Heritage Web offers bulk listing creation for organizations with multiple professionals. We provide a customized template, your team fills in the data, and our staff creates all listings at once—each going through our standard review process before publication.
Overview
Whether you're a law firm with 25 attorneys or a healthcare practice with 50 providers, Heritage Web can streamline your onboarding with bulk listing creation. Instead of each professional creating their own listing individually, you compile all information in one template and submit it for batch processing.
How Bulk Listing Creation Works
Step 1: Request Enterprise Onboarding
Contact Heritage Web to discuss your organization's needs:
Number of professionals to list
Types of listings needed (Profile, Organization, Event, Job)
Timeline requirements
Any special configuration needs
Step 2: Receive Your Custom Template
Heritage Web provides an Excel or Google Sheets template customized for your organization type. The template includes:
Clear field definitions
Example entries
Validation guidance
All required data points
Step 3: Compile Professional Information
Your team gathers data for each professional:
Full legal names (for Profile listings)
Professional licenses and credentials
Specialties (up to 10 per person)
Languages spoken (including staff languages)
Office locations and service areas
Contact information
Community affiliations
Step 4: Submit Completed Template
Return the completed template to Heritage Web. Our team:
Reviews data for completeness
Creates all listings in the system
Performs quality checks during entry
Step 5: Standard Review Process
Each listing undergoes the same review as individual submissions:
Sponsor listings: 1 business day
Free listings: 2-3 business days
Third-party license verification
No shortcuts for enterprise clients
Step 6: Activation
Once approved:
Listings enter the matching system
Publications are assigned by Heritage Web staff
Lead matching begins across all channels
Notifications are configured
Important Notes
Bulk listings are NOT automatically approved—each goes through standard review
Profile listings must use individual names, not business names
Each professional needs their own Profile listing; Organization listings are for the business entity
Heritage Web staff assigns publications based on the data you provide (industries, languages, communities)
FAQs
How long does bulk setup take? Template completion depends on your data readiness. Once submitted, allow 1-3 business days per listing type for review and approval.
Can we add more professionals later? Yes. New professionals can be added individually or through additional bulk submissions.
Do all listings need to be Sponsor status? No. You can mix Free and Sponsor listings based on your needs. Sponsor status provides benefits like priority lead matching and no login wall for contact details.
Who manages the listings after creation? Use the Teams feature to grant access to staff members who can manage multiple listings. Content Managers and Admins can fully edit listings on behalf of the account owner.