This FAQ article provides step-by-step guidance on importing a list of points from Excel or CSV files.
Important: CSV or Excel files exported following the steps in the FAQ “How to Export Points to Excel or CSV File - Web version” cannot currently be re-imported into the application. Using the same exported file may lead to data conflicts.
File types:
.csv files are a simple text format that stores only raw data. They are lightweight but offer less flexibility in terms of formatting or structure.
.xlsx files support formatting, formulas and multiple worksheets, giving you greater flexibility to organise and prepare your list of points before importing it.
Getting started
1. Start from the points module
2. In the top right-hand corner, click the arrow to the right of ‘Add new point’. You will then see two options. Select "Import points":
3. Understand how your data is interpreted by clicking the button "Learn how we match columns to point properties":
4. After clicking the button above, a new window will appear:
4. The minimum required columns that must be present in the Excel or CSV file for import are:
Subject – free text
Workspace (list name) – code or title
Status – code or name
Download Excel or CSV Template
To import points into the application, an Excel or CSV template is required. The point data can be entered by copying and pasting it from another source, or by entering it manually into the template.
1. Click the ‘Download CSV template’ or ‘Download XLSX template’ button to download the template:
2. Open the downloaded Excel file and start entering your point data from row 2. You can add as many rows as necessary:
Tip: Check the data fields to ensure that all necessary information has been entered and that all required columns meet the specifications:
3. Once everything has been entered and checked, save the file in the same format as the template (CSV or XLSX):
Importing Point Data into the Application
1. Reopen the application and click or drag the file into the upload field at the bottom of the import window:
2. Once the points have been imported, a confirmation message will appear. Click the "Browse points" button to return to the list overview:
Your points have been successfully imported! With your data correctly prepared and the template uploaded, all points are now correctly linked and ready for use in the target list.
Got a problem? Contact our support or ask your questions online directly on the app.