Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,365,131
Community Members
 
Community Events
168
Community Groups

Importing Lead from CSV Into a card that's a template

Hello, I'm using Crmbl CRM and I've created a card that's a template.  I added some additional lists and items that need to be on all my cards.  When I go to import from a CSV, it's just importing it as a regular card, not using the format of my template card.  How do I import these leads into my board using this certain card template?  Thank you!

1 answer

1 vote

Hi @Sherry Pool ,

 

Toni here from Crmble! 

 

Maybe you could create a Trella Butler rule that triggers every time you create a card in a specific list. Then add an action like "Add X description" or whatever you need...

 

That way when you make the import of those cards the template information will be added.

 

Cheers

Toni

Suggest an answer

Log in or Sign up to answer
TAGS

Atlassian Community Events