Headwind

Using Headwind

Import your data

Three required CSV files and one optional one. Rows are checked before anything is saved.

The files

Clients, Mandates (open roles) and Finance are required. Updates (dated notes about a role) is optional. Column lists are in CSV files, and working templates are in fixtures/sample.

Steps

  1. Open Import after signing in.
  2. Choose each file, or paste the CSV text into its box.
  3. Press Check rows. Problems are listed by file, row and field. Your text stays in the boxes so you can fix it.
  4. When every row is valid, press Import.

Importing again

Re-importing updates the same agency (matched by agency name). Roles left out of the new file are marked removed, not deleted. A review that was planned before the import can't be retried; start a new review instead.