Users can import data into a Project to create or update Documents.
⚠️ How imports affect automations and assignment emails
New Documents
Rows with a JobID/TaskID or External ID that do not match with an existing document in the tool will create new documents.
You can set data on creation of new documents, but:
This initial data set does not trigger automations (except for Document Creation events).
Assignment Emails will not be sent.
Existing Documents
Rows with a JobID/TaskID or External ID that do match will update that existing document.
When existing documents are updated:
Automations will trigger (if applicable).
Assignment Emails will be sent (if applicable).
This can be used strategically:
To avoid automations & assignment emails, set values at time of document creation.
To trigger automations & assignment emails, use an upsert (update existing documents) instead.
Click on the Import button
Template Type
Search for a Job/Task template
Dropdown list is limited
Download Template
Save a .csv of the Job/Task template
Notes
Drag and Drop Files
Click on this section to browse and upload a file
Only a single .csv file will be accepted
Maximum size limit: 50 MB
Click Upload
