Using our dynamic import tool, Enterprise Administrators and Team Leaders can import bulk data directly from a .csv file into your Consultation Manager database.

This article show how to import one type of Record in bulk and without relationships. This type of import will create one Record for each row of data in your spreadsheet.

Once you have prepared your spreadsheet, navigate to Tools (1) > Import (2) and click New (3).

This will open a new blade at the right. Here, select:

4. Project or Projects to associate your imported Records with
5. Record type you are importing
6. Relationship operation: None

After making the above selections, click [Choose] to upload your .csv (7).

After uploading your file, map each column to a field (8) from the Record type that you are importing. You can skip over columns that you do not wish to include.

NOTE: The importer always skips the first row of data, so keep your headings in your spreadsheet so that you can easily refer to them when mapping columns.


Click Save & Execute (9).

A pop up will ask you to confirm the import. Click [Yes] (10).

The import will run and will then provide a result (see example below).


For tips on preparing your data, check out importing rules and logic.