CSV Import
You can import CSV (Comma Separated Value) files. If you have an Excel file, you can convert it to a CSV file at the following link.
Importing CSV
Importing CSV files in Blue is a straightforward process. Each column in your CSV file corresponds to a default or custom field in Blue.
To start, you must be the Project Administrator of the project where you want to import data. Click on the project settings icon (gear icon) and select "Import"
The Import Feature is available under Project Settings for Project Administrators
In the screenshot above, you can also see another option called "Download CSV Template". This is extremely useful if you have already created your custom fields in your Blue project because you can download a CSV file that includes columns for all of your custom fields! This is great when you want to ensure that you have the precise structure for your CSV before importing.
Next, simply drag and drop your CSV file into Blue:
Drag and drop to upload your data
Depending on your file size, this may take a few seconds for you to upload and for Blue to analyse. Once Blue has analysed the data, you will see a preview of the first ten rows of your data:
You can then map each column in your CSV to a field in Blue.
We understand that no matter how easy we make it, importing data can sometimes be tedious, especially if it's your first time. If you want our team to assist you in uploading your data and matching your fields, simply email us at [email protected]
Easily map column to fields
Once the mapping is complete, click "Import" and your data will be imported. The typical import speed in Blue is 10,000 to 15,000 records per minute.
You can also watch this video guide for a step-by-step tutorial on importing and exporting CSV files:
Key Benefits
- Migration made easy: Quickly transfer data from other tools like Excel, Airtable, Asana, etc. into Blue.
- Integration capabilities: Ongoing imports from other data sources like CRMs to always keep project data up to date
- Customization: Map imported data to custom fields for complete flexibility, matching your structure needs
- Seamless adoption: Import helps new teams get set up quickly by moving existing data into Blue to build on
The import function streamlines data migration and integration into Blue, saving manual work while enabling customization. It's a valuable onboarding tool for new users that facilitates regular data imports for seamless app ecosystem interoperability.