Import data into a workspace

Use imports when you already have useful data in a spreadsheet, CSV export, or another tool. TaylorDB can help turn that data into records your team can connect to tasks, owners, and views.

Prepare the CSV

Keep one header row, remove blank rows, and check that each row represents one record. If a column mixes multiple ideas, split it before importing.

Map fields

Match each CSV column to the TaylorDB field that should receive it. When a value represents a relationship, map it as structured data instead of leaving it in a notes field.

Review before saving

Use the preview to confirm that names, emails, dates, and required fields look right. If the preview looks noisy, fix the source file and run the import again.

{
    "requiredFields": ["Company", "Email"],
    "dedupeBy": "Email",
    "afterImportView": "Recently imported"
}