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
   
   

Import your file

1. Click "Import/update" in the left-hand menu

2. Select CSV from the list of available options

3. Click "choose from computer" to locate your file or drag and drop it onto the modal

Map your data

3. Click on each dropdown under destination

4. Select the Functionly field that corresponds to the field in your CSV

5. Select "confirm mapping" for each

6. Select "+ Include as custom field" for any that don't have a corresponding field

Review & finalize

7. Check for errors and review the data in those fields

8. Click "Import"

Next up:
3. Troubleshoot your spreadsheet