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Reusable Client Data (Data Management)
Uploading CSV Files (Data Management)
Uploading CSV Files (Data Management)

Have client data that you would like to use for populating documents? Our Dashboard now supports uploading CSV files to make that possible!

Eszter Takacs avatar
Written by Eszter Takacs
Updated over a week ago

Woodpecker's Data Management feature is great for utilizing data you've already collected through questionnaires, and now we have added the ability to upload external data you've gathered in a CSV file as well!

Use Cases

  • Adding to or updating existing data for use in templates

  • Maintaining a database of client data in the Woodpecker Dashboard

Items to Note

  • There is a file size limit of 1 megabyte (mb). If you wish to upload more data than this, please reach out to us at support@woodpeckerweb.com.

  • Any user can upload data, regardless of their subscription tier. However, to populate templates with this data, you must be on the Pro tier and above. Please see our pricing page for additional information.

How It Works

  1. Review your .csv file to make sure it is ready for upload. The expected format is very simple. The column values of the first row of the file must be the names of the Woodpecker fields. Additionally, make sure to include a column "Email" (case insensitive) so that the system knows which data applies to each client. All subsequent rows are the values of each header column.
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    You can download our sample .csv file by clicking here.

  2. Navigate to the "Data" page in the Woodpecker Dashboard by clicking the Data button in the top right corner.

  3. Click on the options (to the right of the "Edit columns" and "Populate templates" buttons), and select "Upload data".

  4. A screen titled "Upload your data" will open. From here you can either drag and drop a .csv file you wish to upload, or you can also click inside the box. This will prompt you to navigate to the .csv file you would like to upload.

  5. Once you have selected the file you wish to upload, click "Next". Our Dashboard will parse the file and add it to the data you've collected. This process may take a moment, depending on how much information you are uploading.

    Note: Any .csv file you would like to upload must contain an "Email" (case insensitive) column with the client's email address, or you will receive an error. That column is used to ensure that the data you are uploading gets assigned to the proper client entry. (See screenshot below.)


    And that's all there is to it! Once your data is uploaded, it can be used to populate any new or existing templates in your collection. Curious about how to do that? Check out this article for more information!

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