Import Data

Select a data type, validate required fields, map columns, then review before importing.

LLM API settings Download sample CSV
Imports run as a dry-run validation first. LLM assistance can suggest column mappings, but imported customer, invoice, team, job, and quote data is never sent to a model unless the tenant explicitly approves it.

1. Select Data Type

Mandatory fields and validation rules change based on what you are importing.

2. Upload CSV

CSV only. Validate headers before mapping rows into FieldOps.

Validation checks required headers, row values, formula-like cells, dates, statuses, and safe CSV protocol rules before any write happens.

3. Mandatory Fields

Selected import import schema.

Required
Recommended
Optional

Validation Preview

Sample headers for this type are validated before import.

Validation status
Needs fixes
Missing required
0
Unknown headers
0
Mandatory headers are present. The next step is row-level validation and field mapping.

LLM Mapping Assistant

Optional AI support for header matching and validation explanations.

Add or manage LLM API

Import Protocol

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