Documentation Data Import
Detailed guide

Data Import

Bulk CSV import for seeding or updating workspace data.

Data Import is the bulk-update entry point. It exists for controlled, structured changes rather than ad hoc mass edits.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Download the right template before preparing a CSV from scratch.
  • Review validation feedback before re-uploading instead of guessing which column is wrong.

Put it into practice

  1. Start by selecting the entity import tab that matches your data objective.

    InteractionsData Import page: choose the correct import tab before downloading or uploading files.

  2. Download and use the official template to avoid structural errors.

    InteractionsTemplate download area: download the CSV template for the selected import type.

  3. Upload prepared file and review validation feedback before committing changes.

    InteractionsUpload form: select file and run upload or validation action.
    Open workflow: Upload Import File

  4. Fix reported issues in source file and retry until validation is clean.

    InteractionsValidation feedback panel: resolve first error set, then re-upload the corrected file.

  5. After import, verify affected records in target workflows to confirm expected data landing.

    InteractionsOpen corresponding target pages (projects, clients, or catalog) and inspect imported records.
    Open workflow: Projects

What to review

Import tabs

Choose the entity type you are importing so you use the right template and rules.

Template download area

Start here when you need the exact CSV shape the importer expects.

Upload form

Use this to submit the prepared CSV file for validation or import.

Instructions and validation feedback

Read these carefully because they tell you whether the file is safe to import or what must be corrected first.

Guardrails

  • CSV structure and entity-specific rules must validate before data should be committed.
  • Bulk imports are typically admin-only because they can change large parts of the workspace at once.

If it starts drifting

  • If an import fails, fix the first reported structural error before revisiting the rest of the file.