Importing Data

Overview

If you're migrating from another system, you can import data into Centerline using CSV files.

Required Role

You must have the Account Owner role to import data.

Accessing Import

Click Setup in the navigation bar, then select the Data tab.

What Can Be Imported

• Users - Member information and contact details
• Reservations - Historical reservation data
• Squawks - Maintenance issue history
• Maintenance Schedules - Recurring maintenance items

Import Process

1. Prepare your CSV file - Format data according to the template
2. Select import type - Choose what you're importing
3. Upload the file - Select your CSV file
4. Review mapping - Confirm columns are mapped correctly
5. Import - Process the data
6. Review results - Check for any errors or warnings

Tips

• Test with a small sample first before importing large datasets.
• Back up your existing data before major imports.
• Review error reports carefully - some records may fail validation.
• Contact support if you need help formatting your data.