CSV Import¶
The Import wizard lets you bulk-load people and allocation data from CSV files. It is accessible from the Import page in the sidebar or from Settings > Data Management.
Import Wizard¶
The wizard guides you through four steps:
Step 1: Upload¶
Click the upload area to browse for a file. The wizard supports .csv and .tsv files.
Once a file is selected, the app parses it and displays the file name and row count. If the file is valid, click Next: Map Columns to proceed.
Supported CSV formats
The import wizard accepts UTF-8 encoded CSV files with comma,
semicolon, or tab delimiters. Files up to 10MB are supported.
Excel exports (.xlsx) must first be saved as CSV.
Step 2: Mapping¶
In this step, you map each column from your CSV file to an application field. The available target fields are:
| Field | Description |
|---|---|
| Full Name | Person's name (required) |
| Email address | |
| Department | Organizational department |
| Cost Center | Cost center code |
| Hub | Location or hub code |
| Company | Company name |
| Team | Product team name — if the team doesn't exist, it will be created automatically |
| Role | Role within the team (e.g., Developer, Tester) |
| FTE % | FTE allocation percentage for the team |
Use the dropdown menus to assign each CSV column to the corresponding field. Columns you don't need can be left unmapped.
Click Next: Preview when your mappings are complete.
Step 3: Preview¶
Review the parsed data before importing. The preview table shows how each row will be interpreted based on your column mappings.
Check for any obvious issues such as:
- Missing required fields (Full Name)
- Incorrect column mappings
- Unexpected data in mapped columns
If something looks wrong, go back to the Mapping step and adjust. When satisfied, click Import to begin processing.
Step 4: Result¶
After the import completes, a summary shows:
| Metric | Description |
|---|---|
| Created | Number of new people added to the database |
| Updated | Number of existing people matched and updated |
| Teams Created | Number of new teams auto-created from the Team column |
| Total | Total rows processed |
People are matched by full name — if a person with the same name already exists, their record is updated rather than duplicated.
Tips¶
Active PI matters
The import assigns all memberships to the currently active PI. Make sure you've selected the correct PI in the sidebar before importing.
Use an export as a template
Export a PI first (from Settings > Data Management) to see the expected CSV format, then use that as a template for your import file.
- Teams referenced in the CSV that don't already exist will be auto-created as standalone teams (not assigned to any ART). You can reassign them to ARTs afterward on the Organization page.