DocBoss enables users to make changes to existing data in the Card List using a CSV (Excel) file. When you download the file for the first time the data can be a bit overwhelming.

Don’t let that scare you!  

Here’s how to make those changes.

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Once ‘Add/Edit Data via CSV’ is clicked a window will open and you have the option to download the CSV file (as it currently exists) This will give you the correct column headers and will be populated with any existing data.

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There are about 30 columns on the CSV download (more if you have custom columns created) Below are the descriptions of each column

Note:

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If you already have cards set up on the project they will be populated in the csv file. Any columns that contain an asterisk in the header are mandatory columns.

Once all applicable data has been added save the csv file and then use the Import feature. Click the browse button, search for the new file and click save.

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