Instructions on how to use the CSV functionality for bulk management of Artwork Briefs, allowing you to export existing data or import new briefs efficiently.
Admin: Full Access
Super User: Edit Only
Basic User: View Only
Export Artwork Briefs (Download CSV)
Navigate to Admin > Artwork Briefs
Click the More actions dropdown button next to Create new Artwork Brief.
Select Download Artwork Briefs CSV.
You will export a CSV file of all active Artwork Briefs and their data fields, including any linked data and newly created Custom Fields.
Import Artwork Briefs (Upload CSV)
Navigate to the Artwork Briefs page.
Click the More actions dropdown button in the top-right corner.
Select Upload Artwork Briefs CSV.
On the upload screen, click Browse files or drag and drop your prepared CSV file.
Review the sample data table to ensure the Header Row is correct, then select Continue.
Match the columns from your CSV to the system fields.
Leave any columns you don’t want to import blank (Only Name field is required)
Once mapping is complete, select Submit.
Wait for the import process to finish.
When the pop-up shows success, your data has been imported, select Close.
Your new briefs will now appear in the Active list.
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