Processes (CSV Import)

Prerequisites: You will need to have at least one or more existing People to be created

For importing processes you need to have a correctly formatted CSV filled with data according to the fields below. We recommend you to download the pre-formatted example CSV and then filling in your own data.

Field types and options:

• Process Name (Text): Can be any text

• Process Description (Text): Can be any text

• Process Owner (Text): Email of a valid People Type

• Process Type (Text): Set as either "Automated", "Manual" or "Informal"

Example Table

Process Name	Process Description	Process Owner	Process Type
Invoicing	Invoice payments due	[e-mail]	Automated
Interviewing	Interviewing candidates	[e-mail]	Manual
Testing	Software testing	[e-mail]	Informal

Once you have your CSV ready follow the steps in How To Import Data to import it.