Import Data

Import structured data from CSV, Excel, Word, or PDF — or use Upload File to attach any file (photos, emails, screenshots, and more) to a project.

1. What are you importing?

1b. Which project? (required unless mapped in file)

1c. Describe what you're uploading (optional)

1d. Save to Google Drive

Coming soon

My Drive›Client Name›Choose folder…

Contracts & Proposals

Vendor Files

Photos & Inspiration

Emails & Correspondence

Timelines & Runsheets

Connect your Google Drive in Settings to choose a destination folder.

2. Upload your file

Drop a file here

CSV · Excel · Word · PDF · Email (.eml) · Photos · Screenshots — or click to browse

Quick Guide

Tasks: Needs columns for task text and due_date at minimum. Select the project above or include a project_id column.

Vendors: Needs category, vendor_name. Include email, phone, website, instagram as available.

Template Tasks: For new client onboarding templates. Needs text, category, and weeks_before_event (number of weeks before the wedding).

Projects: Needs type (client/shoot/proposal) and name. Include event_date, venue, budget, etc.

Fox & Quinn Assistant

Hi Mikaela — ask me anything about your projects, tasks, vendors, or upcoming events.