đź“Ą Import a CSV file into Suivi (and even re-sync it afterwards)

Getting Started
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Do you already have data in Excel / a tool export / a CSV?
In Suivi, you can import a CSV into an existing board… and if needed, re-import the same file to update the rows. :white_check_mark:

:books: Full documentation (step-by-step):
https://doc.suivi.work/fr/articles/1763731491-importer-des-donnees-depuis-un-fichier-csv

:white_check_mark: Before clicking “Import” (points that avoid 80% of common issues)

  • The attributes (columns) must already exist in the board: the import does not create missing attributes.
  • Only certain attribute types can be populated via CSV: Text, Long Text, Number, Choice from a list, User, Checklist/Milestones, Date.
  • If you have multiple emails / multiple tags in the same cell, it’s possible: accepted separators = newline, |, ;, , (provided the target attribute accepts multi-values).

:repeat_button: Two ways to import

  1. Unique Import (Simple Addition)
    :backhand_index_pointing_right: Adds rows to the board, without modifying or deleting existing ones.

  2. Recurring Import (with update)
    :backhand_index_pointing_right: You re-import an “updated” file multiple times: Suivi can update / add / or even delete based on a unique identifier + an association model that you save during the first import.

:rocket: The workflow (simple and guided)

  • In the board: context menu > CSV data import
  • Step 1: choose the file + the import type + check the separator
  • Step 2: associate CSV columns with board attributes (+ formats if needed)
  • Step 3: check the result then Validate

:speech_balloon: Do you mostly import: a project backlog, an inventory, actions, a register (risks/incidents), something else?
Tell us your use cases, and we can suggest an “ideal” board structure before import :slightly_smiling_face:

2

Good news on this topic: we have enhanced the CSV import feature with a Smart Import :tada:

The goal is to reduce the most frequent frictions when importing or creating a board from a CSV, especially when the file comes from Excel.

Specifically, Suivi can now automatically correct certain common format problems upon import, such as:

  • file encoding,
  • spaces in numbers,
  • commas used as decimal separators instead of periods.

We have also made column mapping easier: Suivi analyzes the content of the CSV file to detect probable field types, then automatically suggests matches with suitable Suivi attributes.

The idea is simple: avoid having to manually reprocess the CSV file before importing it, but also accelerate the mapping phase by suggesting more relevant matches from the start.

Feel free to test it on your next CSV imports and give us your feedback if you still encounter any specific cases.