Import tool

Screen reference

The import tool helps organizations load structured data into EVX Software. Public guidance should focus on preparing clean data and understanding import outcomes.

What you can do

• Prepare CSV or structured files carefully.
• Validate required fields before import.
• Test imports in a safe environment when possible.
• Review imported records and correct issues promptly.

Environmental consulting example

A customer can prepare clients, projects, users, and initial tasks for import during onboarding.