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Actionstep offers a data import tool inside the application for users of that system. It is located at Admin > Import Data.
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https://support.actionstep.zendesk.com/hcsupport/en-ussolutions/articles/360024062594-How-do-I-carry-out-a-150000024842-data-import-into-Actionstep- |
Data Formatting
The document import using the Desktop Data Import Tool uses a CSV-filetype that requres specific columns headers and data formats to function.
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Imports inside the Actionstep application interface can use CSV or XLSX filetypes. These imports also expect certain data points in specific formats.
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A note about Data Imports
As much imported data is from spreadsheets, it is important that the format and data be proper. It is also important to establish expectations with the customer of who will be responsible “cleansing” the data from the old system: The partner or the customer.