Documentation Data Import Upload Import File
Detailed guide

Upload Import File

The upload step for validating and importing one prepared CSV file into the workspace.

This sub-workflow exists to separate file preparation from file execution so bulk updates stay controlled.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Read the first validation error carefully before editing the CSV again.

Put it into practice

  1. Start by confirming selected import tab matches the file content you prepared.

    InteractionsData Import page: verify current tab before opening file chooser.
    Open workflow: Data Import

  2. Choose the intended CSV file and run upload to trigger validation.

    InteractionsUpload Import File flow: use file chooser, then submit upload action.

  3. Review validation output and resolve first blocking issue before reattempting.

    InteractionsValidation results panel: inspect first reported structural/data error.

  4. Re-upload corrected file until validation passes cleanly.

    InteractionsUpload form: select updated CSV and submit again.

  5. Confirm imported results in destination workflow views before closing the task.

    InteractionsOpen relevant destination pages and verify imported rows are present and correctly mapped.
    Open workflow: Projects

What to review

File chooser

Select the exact CSV you intend to import; this is the point where wrong-file mistakes usually start.

Upload action

Submits the file for validation or processing using the currently selected import type.

Validation results

Shows what the importer accepted, rejected, or needs corrected before another attempt.

Guardrails

  • The selected tab and uploaded file structure must match for the import to succeed cleanly.
  • Only users allowed to perform bulk data changes should use this workflow.

If it starts drifting

  • If the file keeps failing, re-download the template and compare headers directly instead of guessing.