Upload Templates for Entities, Info & Connections

Action Builder offers three distinct types of uploads to efficiently manage your data. These include:

Entities Upload: This type of upload allows you to import entity data into Action Builder. Whether you're adding individuals, organizations, or any other entities, this upload template ensures a seamless integration of your data. 

• Entities Upload Template

Info Upload: With the info upload, you can enrich your existing entity profiles with additional information. This template enables you to update and expand the details associated with your entities. 

• Info Upload Template

Connections Upload: The connections upload empowers you to establish relationships between different entities in Action Builder. This feature is particularly useful when you want to capture associations, affiliations, or any other connections among entities.

• Connections Upload Template

Please note that when performing any of these uploads, ensure that your files are saved in the .CSV (Comma-Separated Values) format. This format ensures compatibility and smooth processing within Action Builder.

To access the sample templates for each upload type and make use of the up-to-date versions, please click on the bulleted links to access the Google Sheets.

If you are new to Google Sheets, Click here to see how to download a copy of the Google Sheet as a CSV file.