Effortlessly export and import specific datasets to streamline your data handling and maintain workflow efficiency.
In This Article:
Data Management Features
ActionAtlas provides powerful tools to manage your organization's data efficiently:
Import Capabilities
- Bulk import client records
- Add freelancer profiles in batches
- Update existing records from spreadsheets
- Data validation during import
- Template-based imports
Export Capabilities
- Export to CSV, Excel, or PDF formats
- Selective field exports
- Filtered data exports
- Scheduled automatic exports
- Data snapshot creation
Data Security: All import and export operations are conducted securely with proper encryption. Only users with appropriate permissions can perform these operations.
Client Data Management
Import and export client data effortlessly, enabling seamless integration and management of client information within your projects.
Importing Client Data
- Navigate to Administration > Data Management > Import
- Select Client Data from the dropdown
- Download the template if needed
- Prepare your data according to the template format
- Upload your file and confirm field mappings
- Review validation results and confirm import
Exporting Client Data
- Navigate to Administration > Data Management > Export
- Select Client Data from the dropdown
- Choose which fields to include in the export
- Apply filters to narrow down the data (optional)
- Select your desired export format (CSV, Excel, PDF)
- Click Generate Export and download the file
Tip: When importing client data, you can choose to either update existing records or create new ones. This allows for flexibility in maintaining your client database.
Freelancer Data Management
Import and export freelancer data with ease, streamlining the management and integration of freelancer information across your projects.
Importing Freelancer Data
- Navigate to Administration > Data Management > Import
- Select Freelancer Data from the dropdown
- Download the template if needed
- Prepare your data according to the template format
- Upload your file and confirm field mappings
- Review validation results and confirm import
Exporting Freelancer Data
- Navigate to Administration > Data Management > Export
- Select Freelancer Data from the dropdown
- Choose which fields to include in the export
- Apply filters to narrow down the data (optional)
- Select your desired export format (CSV, Excel, PDF)
- Click Generate Export and download the file
Note: Freelancer exports can include skills, ratings, availability, and payment history. Be mindful of data privacy considerations when exporting sensitive information.
Need Help?
Our support team is available to assist with questions about data management in ActionAtlas.
Contact Support