Our CSV import template makes it easy to import libraries from other systems, as you simply fill the columns in the import file instead of manually copying data into the user interface.

The CSV template includes the following columns:

Project Name: This is the high level folder your content will be imported under.

File Name: The name of the original file.

Date: The date that the project was last updated.

Note: the default date shown on the content card is be the day it was added to the system rather than the date the content was updated, which is what we are importing here. Hover over it to see the updated date.

Requirement: The question/requirement.

Response: The answer/response.

Tag Columns: Tag Categories to add to content items.

For example: Tag_Product for a “Product” category and Tag_Market for a “Market” Category. Or just “Tag_Tag” for a generic tag category. If you want to apply multiple tags you can add them to the same cell, separated by comma then the next tag.

Example:

Once your inputs are complete, export or save the file as a .csv document with this name: AutoRFP.ai Upload Template.csv

Important: DO NOT edit or change the column headers or format of the import file. Only provide inputs in the cells below the headers.

Upload your new .csv file into the platform as you would any Project document. Click the "Add Content" button on the dashboard to get started. Select "Library" and follow the steps to import as you would any other file.

Note: You won't have to do any of the cutting or tagging steps when importing the CSV template.

Your file is uploaded! Now you can manage that content like any other in the content management section.
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See below template with an example row for download.