Support Center / Action Lists / File template for Mass import of your project and actions

File template for Mass import of your project and actions

If you want to upload your project (action list) or its actions from your CSV file,  you need to create your file template first.

1. Go to the Action Lists module and select either Mass import  (upload project's header and its entities) or Actions Mass Import  (upload project's actions) from the submenu

 mass 1

2. Go to the File templates and click on the Add iconplus icon new

3. Create a template name (Title) and choose the separator that you use for CSV files (comma or semicolon are usual)

4. Specify what information is to be found in each column of your file

5. Click on the Save and Return button

6. Your template can be used for actions mass upload several times

file template

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