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Person Trail
Importing Data

CSV & Excel Import

Bulk-upload jobs or crew members from a spreadsheet.

Go to the Import page to bulk-upload jobs or crew members from a CSV or Excel file. Download the template file first for the correct column format. The importer validates each row and creates records for all valid entries. Available on Starter and Pro plans.

How to Import

  1. Download the template file for the data type you want to import
  2. Fill in your data following the template columns
  3. Upload the file on the Import page
  4. Review the validation results
  5. Confirm to create the records

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