CSV Column Headings for Workflow Imports

Setting up your CSV with the right column headings helps make importing data into Captura Workflow simpler and more accurate.

This guide provides an example of the CSV headings you can use when preparing a file for import. A downloadable CSV template is also attached to the article, so you can start with the correct structure and edit it with your own data.

Before importing data into Workflow, your CSV needs to be organized so the information can be matched to the appropriate fields.

The example CSV provides a starting point with headings for common subject information, including names, contact details, school information, images, and yearbook selections.

Using the provided template can save setup time and help you keep your data organized before beginning your import.

Download the CSV template attached to this article and open it in your preferred spreadsheet editor.

The template includes the following column headings:

💡 PRO TIP: Start with the attached CSV instead of building a new file from scratch. You can replace the example information with your own data while keeping the provided column headings in place.

Download the CSV file attached to this article.

This gives you an editable starting point with the example headings already included.

Open the downloaded file in your preferred spreadsheet editor.

You should see the column headings listed above across the first row.

Enter or paste your information into the appropriate columns.

For example:

• Put the subject’s first name under First Name.

• Put the subject’s last name under Last Name.

• Add their online code under Online Code.

• Add school-related information under fields such as Organization, Grade, and Teacher.

• Use the appropriate columns for Images and Yearbook Selection 1 when that information is part of your import.

Before importing, review the file to make sure your information is organized under the intended headings.

Pay particular attention when copying and pasting large amounts of data so information doesn’t shift into the wrong column.

When your data is ready, save the completed file in CSV format so it is ready for your Workflow import.

The example CSV includes headings for several types of subject information. Use the fields that are relevant to the data you’re preparing.

The provided source does not specify which columns are required versus optional, so this article should not imply that every heading must contain data.

Using the provided template gives you a consistent structure for organizing your information before importing it into Workflow.

If you're unsure how a specific field should be populated for your import, confirm the requirements before changing the template structure.

• Q: Is there a CSV I can use as a starting point?

  • A: Yes. A downloadable CSV is attached to this article. You can edit the file with your own information and use it to prepare your import.

• Q: Do I need to create all of these headings myself?

  • A: You can use the attached CSV template, which already includes the example column headings.

• Q: What information can I include in the CSV?

  • A: The example includes fields for names, online codes, addresses, contact information, organization, grade, teacher, groups, images, and yearbook selections.

• Q: Does every column need to contain information?

  • A: The provided information does not specify which fields are required or optional. Use the fields relevant to your import and confirm specific import requirements when needed.

• Q: What format should I save the completed file in?

  • A: Save the file as a CSV before using it for your Workflow import.