Import data

Modified on Thu, 10 Apr at 5:04 AM

Follow these steps to import your data using a CSV file from any source and use your imported data in the platform.

Before you begin

Please make sure you have read the user guide and that you are familiar with the mandatory dependencies between the different types of data. Any missing or wrong information will lead to an error and the whole import will fail.

Instructions

Connect to your PrediktAI account
Open the Integrations page
Scroll to the File Upload integration details
Click on the "Upload" button.
Select the type of data you want to import
Download the sample CSV file for that type of data
Fill in the CSV file with your data to import
Click Save
Wait for the file to upload with no errors and the success message
Your data will be available on the platform

Data structure

Clients

Label	Type	Mandatory	Unique
id	String	Yes	Yes
name	String	Yes	No
budget	Number	No	No
country	String	No	No
vat_number	String	No	No
billing_address	Text	No	No
billing_address2	Text	No	No
website	URL	No	No
billing_phone	Phone number	No	No
email	Email	No	No
satisfactory_rate	Number (0 to 100)	No	No
industry	String	No	No
annual_turnover	Number	No	No
number_of_employees	Number	No	No

Contacts

Label	Type	Mandatory	Unique
id	String	Yes	Yes
first_name	String	Yes	No
last_name	String	Yes	No
date_of_birth	Date	No	No
client_id	String (Must match a client)	Yes	No
email	Email	Yes	No
title	String	No	No
country	String	No	No
zip_code	String	No	No
city	String	No	No
address_line_1	Text	No	No
address_line_2	Text	No	No
phone	Phone number	No	No
linkedin	URL	No	No
notes	Text	No	No

Projects

Label	Type	Mandatory	Unique
id	String	Yes	Yes
name	String	Yes	No
start_date	Date	Yes	No
end_date	Date	Yes	No
budget	Number	Yes	No
type	String	Yes	No
client_id	String (Must match a client)	Yes	No

Tasks

Label	Type	Mandatory	Unique
id	String	Yes	Yes
title	String	Yes	No
description	Text	No	No
due_date	Date	No	No
start_date	Date	No	No
estimated_hours	Number	No	No
status	String	Yes	No
priority	String	No	No
consultant_id	String (Must exist in Team Members)	No	No
project_id	String (Must exist in Projects)	Yes	No

Team Members

Label	Type	Mandatory	Unique
id	String	Yes	Yes
email	Email	Yes	No
first_name	String	Yes	No
last_name	String	Yes	No
country_code	Country code	No	No
job_title	String	Yes	No
competencies	Comma-separated strings	No	No
monthly_cost	Number	Yes	No
base_hourly_rate	Number	Yes	No
working_hours_per_day	Number	Yes	No
rating_score	Number (0-100)	No	No
start_date	Date	No	No
leaving_date	Date	No	No

Time entries

Label	Type	Mandatory	Unique
id	String	Yes	Yes
project_id	String (Must exist)	Yes	No
task_id	String (Must exist)	No	No
consultant_id	String (Must exist)	No	No
description	Text	No	No
hours	Number	No	No
date	Date	Yes	No
is_billable	Boolean	Yes	No

Important

Missing mandatory fields will fail the import.
Unmatched IDs will fail the import.
If you don't enter dates and budget information for a project, it will be calculated based on the planner data.
In case of conflict, data can be overwritten.