Prerequisites
- CSV file prepared
- Following correct format
- Workflows modal open
1
Open Workflows
Click Workflows in the sidebar.
2
Find Upload Button
Look for “Import CSV” or upload button.
3
Select Your File
Choose your prepared CSV file.
4
Review Import
Preview the workflows to be created.
5
Confirm Import
Click to start all workflows.
6
Monitor Progress
Watch workflows process in the list.
Tips
- Test with small batch first
- Verify CSV format
- Enable notifications
- Monitor for errors
Common Issues
- Wrong format: Check columns
- Empty rows: Remove blank lines
- Special characters: Use UTF-8 encoding
Workspace Overview
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White Label Setup
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