Import Content from a CSV or Excel File

CSV import lets you upload a CSV or Excel file, map its columns to your template fields, then run an integration job that creates a new piece of content for every row. It's a fast way to get a new project started from an existing spreadsheet.

Before setting up this integration, it is a good idea to read Understanding Integrations first.

This integration does not require any credentials or API keys.

Build the import flow

CSV import uses a simple mapping flow that you build in CollectContent. Unlike other integrations, the import flow is pre-defined.

You upload the file you want to import, then decide what each column should map to.

1. Open the Integrations: Select Integrations in the project navigation.
2. Open or create your CSV import integration: Choose the integration you want to configure.
3. Upload your file: Upload the CSV or Excel file (.csv, .xlsx or .xls) you want to import. Don't include a header row in your file.
4. Choose whether to create missing template options: Set Create Missing Template Options to Yes if you want CollectContent to add any Checkbox, Radio Button or Select values from your file that don't already exist on the template, or No to skip values that don't match an existing option.
5. Add columns: Select Add Column for each column in your file that you want to map.
6. Choose the value for each column: For each column, select one of the following:
   • Content field: Maps the column to the content's Name, Workflow, Template, Folder path, Due date or Assignees.
   • Template field: Maps the column to a specific content field.
   • No value: Ignores the column.
7. Set repeatable group fields (when needed): If a selected template field is inside a repeatable group, choose which repeat instance number the column should fill.
8. Arrange column order: Use the up and down arrow buttons to match the columns in your file.
9. Remove unwanted mappings: Use the delete button to remove a column mapping.
10. Save integration settings: Select Save Integration.

Available blocks

The CSV import integration is built from a small set of pre-defined blocks.

• Import CSV: The top-level block where you upload your CSV or Excel file and choose whether to create missing template options.
• Create Content: Lets you map each column in your file to a Content field, Template field, or No value. You can move columns with the up and down arrows, or remove a mapping with the delete button. One piece of content is created for every row in your file.

Imported content

A row must have a value mapped to Content name, or the row is skipped.

Some field types are imported differently:

• Checkbox, radio, and select fields match the column value against the template field's existing options (matching is case-insensitive). Checkbox fields accept comma-separated values for multiple options. Whether unmatched values are added as new options depends on the Create Missing Template Options setting.
• Image and attachment fields expect the path to a file already uploaded to your project's file library (for example Folder Name/file.jpg), not the file itself. Attachment fields accept comma-separated paths for multiple files. This is the same path format used by CSV export, so a file path you've exported can be imported back without any changes. Files that can't be found are skipped.
• Workflow and Template columns are matched by name against your project's existing workflows and templates. If no match is found, the value is skipped.
• Folder path columns are matched against your project's existing folder structure. Missing folders are created automatically.

If a value can't be matched or parsed, it's skipped and a warning is logged against that row - the rest of the row still imports.

Run the integration

1. Run the integration job: Start a new job from the CSV import integration.
2. Wait for completion: Monitor the job status until it finishes.
3. Check the results: Each created piece of content is logged against the job.

If a job fails, review the logs and follow Investigating Failed Integrations. Please see Running Integrations for more information.

Need help?

If you need assistance with this import, contact support.