Keeping your data synchronized across systems ensures your workflows always run on accurate, up-to-date information.
With Process Street’s Data Sets and CSV Import API, you can seamlessly connect your external data source (like CRMs, ERPs, HR tools, or databases) to update your information inside Process Street automatically.
This means no more manual uploads, out-of-date records, or missing context. Your workflows can stay aligned with the latest customer data, employee details, project information, or compliance records from the tools you already use.
You can schedule these updates to happen automatically using a Code Task and Scheduled Workflow Runs.
This allows you to fetch new data, generate a CSV file, and import it into your Data Set on a regular cadence; daily, weekly, or as often as your business requires. The result is a fully automated refresh cycle that ensures the latest information always powers your workflows.
You can import records into an existing Data Set from a CSV file using one of three strategies:
Append: Adds new rows only and does not change or remove existing data.
Upsert: Updates a row if the key matches, otherwise creates a new one (no deletions).
Sync: Performs an upsert and removes rows that do not exist in the CSV file.
For Upsert and Sync, a key column must be defined to determine whether a row matches.
Keep external data sources synchronized with Process Street
Automate daily or scheduled data refreshes
Maintain accurate, current information across dependent workflows
Support reporting, dashboards, and compliance tracking with clean, up-to-date records
If your data changes frequently and workflows need the most recent information, use Sync.
This ensures the Data Set matches your external source exactly by updating existing rows, adding new ones, and removing outdated records.
It’s ideal for systems that refresh daily, such as real estate listings, inventory databases, or dynamic sales pipelines.
Combine this with a Scheduled Workflow Run to automatically refresh your Data Set every day or week.
If you maintain ongoing records and never want to delete historical data, use Upsert.
It updates matching rows while preserving everything else.
This is perfect for HR data, customer lists, or partner directories where you want to retain older entries but refresh key details.
Use a Code Task to generate your CSV and a Scheduled Workflow Run to trigger the import at regular intervals.
If you’re periodically adding new information without modifying existing data, use Append.
It’s safest for systems that grow over time, such as audit logs, registrations, or lead captures.
Append imports can be triggered manually or scheduled through a recurring workflow for consistent updates.
Example
A real estate operations team uses Sync to refresh property data every morning.
A Scheduled Workflow Run automatically executes a Code Task that retrieves the latest listings, creates a CSV, and imports it to update the Data Set, ensuring every workflow references the most recent information.
Export your data as a .csv file from your source system (Salesforce, SQL, or Google Sheets).
Use the CSV Import API to upload your file and choose the correct import strategy (Append, Upsert, or Sync).
Optionally, set up a Code Task in your workflow to generate or fetch the CSV automatically from your source system.
Use Scheduled Workflow Runs to trigger the workflow regularly (e.g., every 24 hours) for continuous data synchronization.
All column names must be unique and match between the CSV and Data Set (case-insensitive).
Maximum file size: 20 MB
Available via the Public API
Key column must be of type “Text” for Upsert and Sync
If multiple rows share the same key, one matching row will be updated randomly
All column names must be unique; name matching is not case-sensitive
You can connect file uploads and CSV imports to automation tools such as Make.com, Zapier, or Power Automate, or run them natively through Scheduled Workflows and Code Tasks.
Example automation
This approach keeps documents and data synchronized automatically, so there’s no manual maintenance required.
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