Import Data

Import bulk data into Taskr from spreadsheets and other systems. Migrate customer lists, assets, products, and more using CSV files.

Access: Owners and Admins can import data. See Role Definitions for details.

Overview

The import feature allows you to:

Capability	Description
Bulk Create	Add many records at once
Data Migration	Move from other systems
Mass Update	Update existing records
Template-Based	Use provided templates for accuracy

Accessing Data Import

Go to Settings > Import Data
Or navigate directly to /settings/import

Supported Data Types

Data Type	Description	Key Fields
Customers	Customer records	Name, email, phone, address
Contacts	Customer contacts	Name, email, phone, customer link
Locations	Customer sites	Address, name, customer link
Assets	Equipment and assets	Name, serial, location, type
Products	Product catalog	Name, SKU, price, description

Import Process

Step 1: Download Template

Go to Settings > Import Data
Select the data type to import
Click Download Template
Open the CSV file in a spreadsheet application

Template contents:

Component	Description
Header Row	Column names (do not modify)
Example Row	Sample data showing format
Instructions	Comments explaining each field

Step 2: Prepare Your Data

Formatting guidelines:

Data Type	Format
Text	Plain text, no special characters
Dates	YYYY-MM-DD (e.g., 2025-01-15)
Numbers	Digits only, no currency symbols
Phone	Include country code (e.g., +61412345678)
Email	Valid email format
Boolean	TRUE or FALSE

Required vs. optional fields:

Field Type	Indicator	Action
Required	Marked with asterisk (*)	Must be populated
Optional	No asterisk	Can be left blank
Lookup	Shows valid values	Use exact values provided

Step 3: Upload File

Save your spreadsheet as CSV (UTF-8 encoding)
Return to Settings > Import Data
Select the data type
Click Upload File
Select your CSV file
Click Open

Step 4: Map Columns

Taskr attempts automatic column mapping. Review and adjust:

View the column mapping screen
For each Taskr field, select the matching CSV column
Use Skip for columns you do not want to import
Click Continue

Mapping tips:

Scenario	Action
Exact match	Auto-mapped, verify correctness
Similar name	Manual selection needed
No match	Map to correct field or skip
Extra columns	Will be ignored

Step 5: Preview and Validate

Before importing, review the preview:

Preview Element	Description
Valid Records	Rows that will import successfully
Errors	Rows with problems (highlighted)
Warnings	Rows with potential issues
Statistics	Total rows, valid count, error count

Common validation errors:

Error	Cause	Fix
Missing required field	Empty required column	Fill in the value
Invalid format	Wrong date or number format	Correct the format
Duplicate detected	Record already exists	Remove or update flag
Invalid lookup	Value not in allowed list	Use valid value
Email invalid	Malformed email address	Fix email format

Step 6: Import

Review the preview summary
Decide how to handle duplicates:
- Skip - Do not import duplicates
- Update - Overwrite existing records
- Create New - Allow duplicates
Click Import
Wait for the import to complete
Review the results summary

Import Results

After import completes:

Result	Description
Imported	Records successfully created
Updated	Existing records modified
Skipped	Duplicate or invalid records
Failed	Records with errors

Downloading Error Reports

If errors occurred:

Click Download Error Report
Open the CSV file
Review error messages for each failed row
Fix issues in your original file
Re-import only the corrected rows

Data Type Guidelines

Customers

Field	Required	Notes
Name	Yes	Customer or company name
Email	No	Primary email address
Phone	No	Primary phone number
Address	No	Street, city, state, postal code
Type	No	Business or Individual

Contacts

Field	Required	Notes
First Name	Yes	Contact first name
Last Name	Yes	Contact last name
Email	No	Contact email
Phone	No	Contact phone
Customer	Yes	Must match existing customer name
Primary	No	TRUE if primary contact

Locations

Field	Required	Notes
Name	Yes	Location or site name
Address	Yes	Full street address
City	Yes	City or suburb
State	Yes	State or province
Postal Code	Yes	ZIP or postal code
Customer	Yes	Must match existing customer

Assets

Field	Required	Notes
Name	Yes	Asset name or description
Serial Number	No	Unique identifier
Asset Type	Yes	Must match existing type
Location	No	Must match existing location
Status	No	Active, Inactive, Retired

Products

Field	Required	Notes
Name	Yes	Product name
SKU	No	Stock keeping unit
Price	Yes	Unit price (number only)
Cost	No	Unit cost
Category	No	Product category
Taxable	No	TRUE or FALSE

Tips for Successful Imports

Start with a small test batch (10-20 records) before full import
Use the provided templates to avoid formatting issues
Clean your data before import (remove duplicates, fix formatting)
Back up existing data before performing updates
Import related data in order (customers before contacts, locations before assets)
Check for existing records to prevent duplicates
Use consistent naming conventions

Troubleshooting

File Won’t Upload

Verify file is in CSV format
Check file size is under 10MB
Ensure file is not open in another application
Try a different browser if issues persist

Many Validation Errors

Download and review the template again
Check date and number formats
Verify lookup values match exactly
Ensure required fields are populated

Import Takes Too Long

Large files may take several minutes
Do not close or refresh the browser
Split very large files into smaller batches
Contact support if import does not complete

Duplicate Records Created

Check duplicate handling setting before import
Review matching criteria (usually email or name)
Merge duplicates after import if needed
Use Update mode for subsequent imports

Managing Customers - Customer records
Managing Assets - Asset records
Products - Product catalog

Back to Settings Overview | Back to Documentation Index

​Import Data

​Overview

​Accessing Data Import

​Supported Data Types

​Import Process

​Step 1: Download Template

​Step 2: Prepare Your Data

​Step 3: Upload File

​Step 4: Map Columns

​Step 5: Preview and Validate

​Step 6: Import

​Import Results

​Downloading Error Reports

​Data Type Guidelines

​Customers

​Contacts

​Locations

​Assets

​Products

​Tips for Successful Imports

​Troubleshooting

​File Won’t Upload

​Many Validation Errors

​Import Takes Too Long

​Duplicate Records Created

​Related Documentation