[BOLDR] Importing CSV

BOLDR Pro lets you import measurements and related data from a CSV file directly into a Job, so you can bring in existing spreadsheets with labeled input fields without retyping them in.

This action is useful when trying to import specific inputs and fields from a spreadsheet and have the data captured in a specific labeled way allowing easy re-exporting once measurements are fully captured.

Starting an Import from a Job

1. Open the Project and Job where you want the data to appear, then click the Add button in the top-right corner of the Job.
2. From the dropdown menu, choose CSV to open the import screen for that Job.

Uploading Your CSV File

3. On the import screen, drag and drop your CSV file into the upload area or click the box to browse and select a file from your computer.
4. If you are not sure how to structure your file, click Download Example Table to download a sample CSV template you can use as a starting point.

Mapping Columns and Selecting Fields

5. After the file uploads, review the list of CSV columns that you can map to BOLDR Pro fields such as measurements, group titles, text fields, or template fields.
6. Use the mapping controls to choose how each column should be imported, and check the Import box only for the columns you want to bring into the Job.

How CSV Columns Map to BOLDR Input Fields

During mapping, each CSV column is assigned to a specific BOLDR input field type so the data lands in the right place in your Job.

• Measurement fields: Map columns that contain dimensions (for example, length, width, or height) to BOLDR Measurement inputs so they become measurement tiles in your Job.
• Group titles: Map columns that describe areas or sections (such as room names or zones) to Group or title fields so imported measurements are organized into the correct Measurement Groups.
• Text fields: Map columns with notes, descriptions, or labels to Text inputs so they appear as text fields linked to each measurement.
• Template fields: If your Job is based on a template, map CSV columns to the matching template inputs (for example, a “Width” column to the template’s Width field) so the data populates the correct template columns.

Any CSV column you leave unmapped or with Import unchecked will be ignored, allowing you to bring in only the fields that match your template and Job structure.

Finishing the Import

7. When you are satisfied with the mapping and selected fields, click Finish Import to create the measurements and entries inside your Job.
8. The imported data will appear in your Job’s views, where you can edit, group, and use it just like measurements created directly in BOLDR Pro.