The CSV Import integration on Unifize allows teams to effortlessly upload bulk data into records and checklist fields using pre-defined CSV templates. By automating file parsing, data validation, and record creation, this integration minimizes manual effort and reduces errors. Whether it’s for one-time imports or recurring updates, this feature ensures your workflows stay accurate and efficient.
Streamline your data management by importing large volumes of information directly into Unifize. This is ideal for setting up new workflows, updating checklists, or migrating data from legacy systems.
Incoming CSV files are sanitized and validated against your predefined templates, ensuring accurate imports. Additional data transformations, like column mapping or concatenation, are automatically handled.
Set up recurring imports by sending CSV files to a dedicated email address. This eliminates repetitive manual uploads and keeps your data synchronized over time.
The integration supports records, checklists, and associated fields. Data is validated and transformed based on your configured templates.
Unifize flags errors, such as missing fields or invalid data, and notifies you via email or dashboard alerts with details for resolution.
Yes, you can configure a unique email address for automated imports, enabling recurring data uploads without manual intervention.
Unifize intelligently categorizes data as new, updated, or unchanged based on predefined rules, ensuring no duplication or loss of information.
Absolutely. Data transfer is protected with secure email protocols, and access can be restricted to authorized users.
