Importing Data Format
Ravetree offers the ability to import data from CSV files. The following information can be imported:
- Contacts
- Accounts
- Work Items
- Time Logs
- Deals
- Expenses
- Members
The first line of the CSV file should be the field name (e.g., “Email Address”). These will be used to map the rest of the file to fields in Ravetree. After uploading your CSV file you will see the column names from your CSV file on the left. On the right will be drop down menus where you can select the field in Ravetree to which you want the data to map.
The import instructions for each type (e.g., "Contacts") can be found on the importer for that page. There may be certain fields that are required.
Data Formats
Some fields have restricted values in order to import properly:
Dates
Dates must be formatted as MM/DD/YYY.
Dropdown Menus
Values that map to drop down menus must be spelled exactly the same as they are in Ravetree to import correctly.
Multiple Values
If a field allows for multiple values (e.g., a checkbox field), then each value must be separated by a comma.
Other Considerations
Issues can arise if you have multiple records with the same name (e.g., multiple work items with the same name). Suppose you attempt to import a time log that maps to a work item with the name "Task 1". If there are multiple work items with that name, then the mapping will be ignored. The workaround is to map to the work item key (i.e., ID), which is guaranteed to be unique.