CSV Import - Overview
To import a .csv into a Data Template, click on the three dots (...) next to the Property Task ID in the top left of the screen and select Import CSV.
Once selected, Albert will prompt the user to either drag the file into the selected file drop or to browse for the file from a folder on the computer.
Once the file is imported, the file will be automatically selected and attached as a Note in the Property Task. Click the NEXT button at the bottom right of the pop-up.
After file is uploaded and read, Albert will ask for the user to map the column names from the .csv into the appropriate data columns in the Data Template (Albert Field). To change the selected column map into Albert, click on the down arrow to the right of the Albert Field and select the new associated column. Once all columns are mapped properly, click SUBMIT at the bottom right of the pop-up.
(TIP: Having matching column names in the .csv and the Data Template make for simple column mapping in the mapping screen.)
After submitting, all data from the .csv will be automatically imported according to the column mapping from the previous step and will populate the Data Template accordingly.
Now all the data needed is inside of the Data Template with just a few clicks!
(TIP: CSV Import only maps columns, so if .csv file has results in rows, it will need to be transposed to columns prior to importing.)
CSV Import - Additional Functionality
Use first row as header
While importing the .csv file, the toggle for "Use first row as header" can be either on or off.
When on, the mapping will automatically use the first row as the column heading row and will skip to row 2 for the first trial of results in the Data Template. When off, the mapping will use row 1 for the first trial of results in the Data Template. This is an important differentiation when the .csv has results in the first row without column headers.
Uploaded CSV Files as Attachments
With the new CSV import feature, any .csv file uploaded as an Attachment in the Property Task will also be available for upload in the internal import data pop-up.
Example: Albert Sync automatically uploads a .csv file into the Notes section of the Property Task, that file is now available for CSV import without having to reimport the file (it will automatically show up in the Import Data pop-up).