Bulk Import

Bulk import helps teams create or update many records at once from a CSV file.

Common Uses

Use bulk import for:

• Migrating accounts and contacts.
• Loading project or task data.
• Importing users or resources.
• Updating records from an external export.

Import Flow

1. Upload a CSV file.
2. Map CSV columns to TDCFlow fields.
3. Preview parsed rows.
4. Choose how to handle conflicts.
5. Run the import.
6. Review created, updated, skipped, and failed rows.

Field Mapping

During mapping, match each CSV column to the correct TDCFlow field.

Tips:

• Map required fields first.
• Use the same format as the target field expects.
• Use exact names, numbers, or emails where possible.
• Avoid duplicate columns with conflicting values.

Conflict Handling

Strategy	Use it when
Skip	You want to leave existing records unchanged.
Update	You want matching existing records to be updated.

If you are unsure, use skip first and review the result.

Preview and Validation

The preview step helps catch common issues before data is written.

Watch for:

• Missing required fields.
• Invalid dates.
• Invalid emails.
• Unknown related records.
• Duplicate rows.
• Values that do not match allowed options.

Import Results

After an import, review:

• Created rows.
• Updated rows.
• Skipped rows.
• Failed rows.
• Row-level errors.

Fix failed rows in the CSV and import again when needed.

Best Practices

• Test with a small file first.
• Keep one record type per CSV.
• Use clear column names.
• Export a sample from TDCFlow when available.
• Keep a backup of the source file.

Related Docs

• Accounts and Contacts
• Projects
• Tasks
• Users, Roles, and Teams