We’ve shipped a new API endpoint that makes it a cinch to import data into Data Sets via CSV. This opens up powerful automation use cases for keeping external systems in sync with Process Street.
What it doesImports records into an existing Data Set from a CSV file using one of 3 strategies:
-
Append → Add new rows only, doesn’t pay attention to any of the existing data
-
Upsert → Updates a row if the key matches, otherwise creates it, doesn’t delete anything
-
Sync → Upsert + remove rows that don’t exist in the CSV file
For Upsert and Sync, you must define a key column that used to determine if a row matches.
Why it’s useful
-
Sync external data sources with Data Sets.
-
Combine with Code Tasks + Scheduled Workflows to automate daily data refreshes.
Limitations
-
Max file size: 20 MB
-
Only available via the Public API - we plan to add it to the UI in the future
-
Key column must be Text (when using Upsert or Sync) - we plan to support Number keys in the future
- If there are multiple rows with the same key, one of the matching rows will be updated randomly
-
All column names in the data set must be unique, as well as all columns in the CSV being imported
-
All column names are normalized for matching, so First Name = first name = FIRST NAME.
Perfect for
-
Keeping CRM, ERP, or HR system data synced
-
Automated data pipelines
-
Workflows that depend on always-fresh data like real estate/property management