Perform a Bulk Export or Bulk Import
Multiple records can be exported or imported at once using CSV files. Bulk import actions can be used for adding new records and editing existing records.
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- From the home page, click Permitting and click Checklist Setup.
- On the Checklist Group panel, select the entry or entries you want to export data for.
If you don't make a selection, the CSV export file will include data for all records.
- Click Export CSV.
- Make a selection from the download menu: Export Checklist Group or Export Checklist Group Details.
The CSV file downloads.

- From the home page, click Permitting and click Checklist Setup.
- Download the CSV file(s) that contains the appropriate rows and columns for the import you want to perform.
- Edit the CSV file with the data you want to add or edit and save the file.
- Click Import CSV.
- Select an import option: Import Checklist Group or Import Checklist Group Details.
The import panel opens.
- Drag and drop a file into the file upload area, or click within the file upload area to browse and select a file.
After selecting a file, data from the file displays for review in the columns above the file upload area.
- Click Import.