Flexible CSV schemas for quick data import

Live

All CSV imports now follow a single, consistent structure. You can define a schema once and then select it across the product to import forecasts, contact data, agent statuses and more.

Your existing CSV integrations will continue to use their current schemas, which you can now view and edit under Account > CSV Schemas.

Check out the Help Center article for details on configuring, editing, and using CSV schemas across Peopleware.