Perform a Bulk Export or Bulk Import

Multiple task 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.

PREREQUISITES:

  • The Task security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click Task Setup.
  2. On the Tasks panel, select the entries you want to export data for.

If you don't make any selections, the CSV export file will include data for all records.

  1. Click Export CSV.

The CSV file downloads.

  1. From the home page, click Permitting and click Tasks.
  2. Download the CSV file(s) that contains the entries you want to edit. SeeBulk Export more information.
  3. Edit the CSV file with the data you want to add or edit.
  4. When adding new entries, leave the TaskId field blank.
  5. When editing existing entries, leave the value in the TaskltId field in place.

  1. Click Import CSV.

The import panel opens.

  1. 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.

  1. Click Import.