Article Summary
Import content libraries from other systems by filling out a CSV template instead of manually entering data. The template includes columns for project name, file name, date, requirements, responses, and tags - making bulk content migration fast and efficient.
Estimated Time
30-60 minutes (varies by content volume)
Prerequisites
Content Manager or Admin permissions
Content organized with questions and answers
Understanding of your tag structure (if using tags)
CSV template downloaded (link at bottom of article)
Critical: Do NOT edit or change the column headers or format of the import file. Only provide inputs in the cells below the headers.
Step-by-Step Instructions
Step 1: Download CSV Template
Download the AutoRFP Upload Template.csv (link at bottom of article).
Open the file in Excel or Google Sheets.
Review the column headers.
Step 2: Fill in CSV Columns
Complete the following columns for each content item:
Project Name:
High-level folder name where content will be imported
Groups related content together
File Name:
Name of the original file or document
Helps identify content source
Requirement:
The question or requirement text
One requirement per row
Response:
The answer or response text
Corresponds to the requirement in same row
Date:
Date the content was last updated
Format: YYYY-MM-DD or MM/DD/YYYY
Note: Hover over content card date to see this updated date vs. import date
Tag Columns:
Use format:
Tag_CategoryName(e.g.,Tag_Product,Tag_Market)For generic tags:
Tag_TagMultiple tags in same cell: Separate with commas (e.g., "Product A, Feature X")
Example:
Project Name: Security Library File Name: SOC2_Responses.docx Date: 2024-01-15 Requirement: Do you have SOC 2 certification? Response: Yes, we maintain SOC 2 Type II certification, audited annually. Tag_Compliance: SOC 2, Security Tag_Product: Platform
Step 3: Save the File
Complete all rows with your content.
Save or export as CSV format.
Important: Filename must be:
AutoRFP.ai Upload Template.csv
Step 4: Upload CSV File
Navigate to your Dashboard.
Click Add Content.
Select Library as the content type.
Click Continue.
Upload your CSV file as you would any other document.
Note: You won't need to make selections or tag content manually - the CSV handles this automatically.
Step 5: Verify Import
Navigate to Content Management.
Locate imported content under the Project Name folders.
Verify requirements, responses, and tags imported correctly.
💡 Tips & Best Practices
Never edit column headers - AutoRFP won't recognize modified headers
Use consistent date formatting throughout
Keep one requirement-response pair per row
Use commas to separate multiple tags in same cell
Save as CSV format, not Excel (.xlsx)
✋🏼 Common Mistakes to Avoid
Changing filename from required format - system won't recognize file
Mixing date formats within same CSV - creates inconsistent data
Leaving requirement or response cells blank - creates incomplete content
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en