We have released a new API endpoint that simplifies importing data into existing Data Sets via CSV. This creates powerful automation opportunities for keeping external systems in sync with Process Street.
You can import records into an existing Data Set from a CSV file using one of three strategies:
Append: Adds new rows only, does not check or update existing data
Upsert: Updates a row if the key matches, otherwise creates a new one, does not delete anything
Sync: Performs an upsert and also removes rows that do not exist in the CSV file
For Upsert and Sync, you must define a key column that determines whether a row matches.
Keep external data sources synchronized with Process Street Data Sets
Combine with Code Tasks and Scheduled Workflows to automate daily data refreshes
Maximum file size: 20 MB
Only available via the Public API at this time; UI support will be added in the future
Key column must be Text for Upsert and Sync; support for Number keys will be added later
If multiple rows share the same key, one matching row will be updated randomly
All column names in both the Data Set and CSV must be unique
Column names are normalized when matching (for example, First Name = first name = FIRST NAME)
Keeping CRM, ERP, or HR system data synchronized
Automated data pipelines
Workflows that require always-fresh data, such as real estate or property management
