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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.

Info

https://support.actionstep.zendesk.com/hcsupport/en-ussolutions/articles/360024062594-How-do-I-carry-out-a150000024842-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

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