How do I bulk-import data from Excel or CSV?

📥 Import & Excel

Bulk Import from Excel or CSV

  1. Go to General Admin → Data Import/Export.
  2. Select the import card. Company catalogs are tenant-wide; project budget cards require the intended project.
  3. For Activity, Payment Item, or CWP budgets, download and use the current project template.
  4. Upload the file, review every column mapping and preview row, then import.
  5. Review imported, skipped, warning, and error counts; reconcile the destination screen against the source.

Import Activity Codes + Budget first. Payment Items can then resolve their Activity association. CWPs are optional. PO lines are imported one PO at a time after the coding catalogs exist.

Re-import: Exact duplicate codes in the same project are skipped; a new code is additive and should import once.
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