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Save time by creating multiple interventions via CSV file

Need to create dozens or even hundreds of activities at once?
Cadulis allows you to bulk import interventions using a .csv file, specifying essential information such as date, address, customer, activity type, and more.

This guide explains how to prepare your file, configure the import, and interpret the platform’s feedback.

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🧭 1. Access the import interface

• Left sidebar menu → Activities
• Click on Import activities
• You will arrive on the Intervention import page

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🔧 2. Choose the import type

In the File processing type list:

Option	Behavior
Creation only	Creates one activity per row. Error if already exists
Creation only (ignore if exists)	Ignores rows that already exist
Update only	Updates activities via id or reference
Update (ignore if missing)	Ignores rows with no match
Create and update	Creates or updates depending on existence

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🔁 3. Import multiple activity types (optional)

• Enable the Multiple activity types switch if your file contains several types
• You will then need to include in each row:
  • intervention_type_id or intervention_type_reference
  • business_unit_id or business_unit_search_code

💡 If not enabled, you can apply a single type to all rows using a dropdown list.

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📄 4. Prepare your CSV file

✨ Useful standard columns

Column	Description
reference	Unique identifier for the activity
title	Intervention title
scheduled_start_at	Start date/time
scheduled_end_at	End date/time
address	Intervention address
duration	Duration (in seconds)
comment	Free comment
assignee_email	Field worker’s email
status	Status (pending, canceled, terminated)

👥 Customer-related columns (if applicable)

• customer.reference (recommended)
• customer.name, customer.address, customer.email, etc.

If the customer does not exist, it will be automatically created during import.

📎 Additional data

• Any unrecognized column is stored as “additional data”
• These are then available in forms, exports, reports

🚫 Automatically ignored columns

Some columns are reserved or unused, for example:

• created_at, assigned_user, intervention_type_name, etc.

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🚀 5. Start the import

1. Click Next (bottom right)
2. Upload your .csv file
3. Click Import

➡️ Check the logs in the “Latest imports” section to verify success or errors.

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