Quickly Import Data from
Multiple Sources
We’ll do all the hard work. Sit back and relax while SmartSuite imports project, process, calendar, and contact data. Our friendly, intuitive interface makes it easy to bring in your data.
Data Import
Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.
Easily Bring Your Data Into SmartSuite
Feature Overview Video
Instantly Create
New Records
Map fields from a spreadsheet to a target SmartSuite solution, click import, and instantly create new records.
Quickly Update
Existing Records
Perform bulk updates to your existing data by importing from a spreadsheet.
Better yet, automate the entire process so your team never has to waste another second updating data by hand.
Data Validation
Ensures Quality
Bad data leads to bad decisions, which is why SmartSuite Import performs a series of checks to ensure data formats match the field types your import is using. This real-time validation ensures data quality and you'll see a visual display of issues, allowing you to make quick fixes to complete your import.
Keep Your Data
In Sync With Zapier
Is your data in a bunch of places? Have more advanced needs to keep it all synced? Our Zapier connection is perfect for you. It provides connections with over 2,000 other products, allowing you to keep all your records in sync with all your tools.
For Advanced Needs,
Use the SmartSuite API
It’s your data, control it how you want. You (read: your developers) can use our industry-leading REST API to push, pull, or transform your data between SmartSuite and other systems.
Get ALL that data in here!
Dive Into the Details of Data Import
Check out the key features of data import and jump start your work in SmartSuite.
CSV or Excel
Export or prepare your data in CSV or Excel to import from any external source.
Calendar and Contacts
iCal and vCard. Bringing in calendar and contact data couldn’t be easier with support for these standard formats.
Import Targets
Select the Solution and Application you want to import into.
Map Fields
Choose which fields to target with data from your import file.
Update Existing Records
Optionally update records by selecting an import column to match on.
Data Validation
Errors in your import data are highlighted in the preview grid so you can fix them easily and instantly.
Frequently Asked Questions
What is Data Import in SmartSuite?
Data Import is a feature that allows users to quickly import their data into SmartSuite from various sources, including spreadsheets, contacts, calendars, and more. It simplifies the process of migrating data into SmartSuite, saving time and effort.
What types of data can I import with Data Import?
With Data Import, users can import project, process, calendar, and contact data from multiple sources. SmartSuite's intuitive interface makes it easy to bring in data from spreadsheets and other compatible formats.
How does Data Import facilitate the creation of new records?
Users can map fields from a spreadsheet to a target SmartSuite solution and instantly create new records with a simple click of a button. This streamlined process eliminates manual data entry and accelerates the creation of new records.
Can I use Data Import to update existing records in bulk?
Yes, you can. Data Import allows users to quickly update existing records by importing data from a spreadsheet. This feature enables users to perform bulk updates efficiently, saving time and ensuring data accuracy.
How does Data Import ensure data quality?
SmartSuite Import performs data validation checks to ensure that data formats match the field types being used in the import. Real-time validation alerts users to any issues, allowing them to make quick fixes and ensure data quality before completing the import process.
Which plan types provide access to the Data Import feature?
Data Import is available across all plan types offered by SmartSuite, including Free, Team, Professional, Enterprise, and Signature plans.
