How to import your spreadsheet into Functionly

Importing your data using our import engine is

Related articles:

1. Preparing your spreadsheet
2. Importing your spreadsheet
3. Troubleshoot your spreadsheet import
4. Update using a spreadsheet
   
   

How would you like to import your people?

• Upload a .csv, .tsv or .txt file into the product
• Copy and paste data to Functionly's import modal

Upload a file directly

1. If you're creating a new scenario select "CSV file" from the list of options on the modal
   
   
   
   Or
   
   If you already have a scenario open then click "Import people" above any position or in the left nav 
   
   
   
   
2. Select CSV from the list of import options
3. Click upload file and select your .csv, .tsv, or .txt file
4. Confirm which row contains column headers
5. Check that your data has mapped to the correct fields and adjust any that are incorrect using the dropdown for each column and click "Next" when done
   
   If there are properties in your import that don't match our existing fields then can be created and imported during the import process. Click the dropdown to the right of your property to map and select "+ include as custom field".
   
   
   
   
6. Review your data to ensure that it's showing in the correct columns and click "Next". If any fields appear in red then there's an error detected that will need debugging.

Import using the modal

1. If you're creating a new scenario select CSV from the list of options on the modal
   
   Or
   
   If you already have a scenario open then click "Import people" above any position or in the left nav 
2. Select CSV from the list of import options
3. Open your spreadsheet then copy and paste each column into the matching column on Functionly's spreadsheet modal
4. Review your data to ensure that it's showing in the correct columns and click "Next". If any fields appear in red then there's an error detected that will need debugging.