Preparing your CSV
Create a CSV file with the following columns (all optional except title):| Column | Type | Example | Notes |
|---|---|---|---|
title | String | Connector burn failure | Required; max 200 characters |
body | String | Detailed incident description | Max 5000 characters |
tags | String | connector,hardware,batch | Comma-separated; no spaces |
created_at | ISO 8601 | 2025-12-15T10:30:00Z | Optional; defaults to import date |
status | String | resolved | Optional: open, resolved, in-progress |
severity | Number | 2 | Optional: 1 (low) to 5 (critical) |
attachment_urls | URL | https://example.com/photo.jpg | Optional; one URL per row |
CSV import process
Go to Import
In your workspace, click Tools (bottom of sidebar) → Import Data. You’ll see the import dialog.
Upload your CSV
Click Choose File and select your CSV. FTS will preview the first 5 rows to validate format.
Validate & map fields
Review the preview. If columns are misaligned:
- Click each column header
- Select the corresponding FTS field (or “Skip”)
- Click Apply Mapping
Confirm import
FTS shows a summary: “Ready to import 247 cases.” Click Import to begin.During import, FTS validates each row:
- Duplicate titles are flagged (same title + same tags)
- Missing required fields are reported
- Attachment URLs are checked for accessibility
Handling duplicates
If FTS detects a duplicate (same title + tags already in workspace):- Merge: Combine the two cases (new data overwrites old)
- Rename: Append a suffix (e.g., “Connector failure v2”) and import as new
- Skip: Don’t import this row
The import is transactional—if critical errors occur, no cases are added and you can re-upload after fixing your CSV.
Bulk attachment import
For files (photos, logs, PDFs):- Create a folder on your web server (e.g.,
https://example.com/fts-imports/) - Upload all attachments there
- In your CSV, add URLs:
https://example.com/fts-imports/photo_batch_2847.jpg
Post-import cleanup
After import, spend 15–30 minutes reviewing:- Add missing tags for discoverability
- Fix formatting inconsistencies
- Update statuses to reflect current state
- Invite team members to review and comment