--- title: How does the list import wizard work description: list import --- [Skip to content](https://support.facsware.com/knowledge/how-to-import-lists-into-facs#main-content) [Need Help?](https://support.facsware.com/knowledge/kb-tickets/new?hsLang=en) ![logo\_2x.png\]](https://support.facsware.com/hs-fs/hubfs/FACS_January_2020/Images/logo_2x.png?height=40&name=logo_2x.png) Open main navigation Close main navigation - [Need Help?](https://support.facsware.com/knowledge/kb-tickets/new) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.facsware.com/knowledge?hsLang=en) 2. [Project Settings](https://support.facsware.com/knowledge/project-settings?hsLang=en) # How does the list import wizard work ## The List Import Wizard lets you bulk-upload values into an Account or Project list using an Excel (.xlsx, .xls) or CSV (.csv) file, instead of adding values one at a time. The wizard walks you through uploading your file and matching its columns to the correct list fields, and flags any values that need to be fixed before they're imported. ### **Accessing the Wizard** You can start an import to any list by selecting the **Import** button: - **Account Lists:** Go to Account Settings \> List \> Values, click the **⋮ (more)** menu, and select **Import**. - **Project Lists:** Go to Project Settings \> List \> Values, click the **⋮ (more)** menu, and select **Import**. The wizard always imports into whichever list you launched it from.   ### **Step 1: Upload a File** ### ![](https://support.facsware.com/hs-fs/hubfs/undefined-2.png?width=670&height=522&name=undefined-2.png) On the first screen, upload your file: - Accepted formats: **.csv, .xlsx, .xls** - Only one file can be uploaded at a time - Click **"Click here to download a template file"** to get a template pre-formatted with the correct column headers for the list you're importing into — this is the easiest way to make sure your columns map correctly - If you upload a file in an unsupported format, you'll see an error telling you the file must be .csv, .xlsx, or .xls This version of the wizard supports **adding new values only** (it does not update existing list values). If a list has a field marked as unique, any row whose value duplicates an existing entry will be rejected during import.   ### **Step 2: Map Values** ![](https://support.facsware.com/hs-fs/hubfs/undefined-3.png?width=670&height=446&name=undefined-3.png) Next, the wizard shows a table matching each column from your file to a field in the FACS list: - **Column Header from file** – the header from your uploaded file - **Value** – a sample value from your file, so you can confirm you're mapping the right column - **List Property** – the FACS list field this column will import into. The system automatically suggests a match based on your column header text; you can change this or select **Skip** to leave a column out of the import entirely - **Mapped** status – shows whether the column is ready: - **Success** (green) – every value in the column is valid - **Error** (red) – shows the number of rows with a problem; click the error to open details (see below) - **Unknown** (gray) – the system couldn't automatically match this column to a list field; choose one manually or select Skip Each FACS list field can only be mapped to one column. **NOTE:** List field requirements and formatting are the same when adding list values manually through the web application and through the list import wizard.   ### **Fixing Import Errors** **![](https://support.facsware.com/hs-fs/hubfs/undefined-4.png?width=640&height=817&name=undefined-4.png)** Clicking an error count opens a **Fix import errors** panel showing every problem row for that column, listed by cell location (e.g., A12) along with the type of error: - **Format** – the value doesn't match the required format for that field (common with date and number fields) - **Required** – the field requires a value, but the cell is empty - **Unrecognized** – (Catalog fields only) the value doesn't exactly match an existing system value To resolve these, correct the values in your source file and re-upload, or adjust the values already loaded in the wizard. For catalog fields with a compound format (like Pay Items), make sure the cell follows the expected pattern. **TIP**: If a columns value should not be imported, but does not error, mark the column as **No Property.** This tells the system to ignore the column and, as long as this column is not required, will allow for the list to be imported sucessfully. ### Location Account Settings / Lists    |    Project Settings / Lists   If you have any questions, or need additional assistance, please reach out to our support team at [support@facsware.com](mailto:support@facsware.com) and we will be happy to assist you. - [Getting Started](https://support.facsware.com/knowledge/getting-started?hsLang=en#main-content) - [User Preferences](https://support.facsware.com/knowledge/getting-started?hsLang=en#user-preferences) - [Account Settings](https://support.facsware.com/knowledge/account-settings?hsLang=en) - [Project Settings](https://support.facsware.com/knowledge/project-settings?hsLang=en) - [Standard Documents](https://support.facsware.com/knowledge/standard-documents?hsLang=en) - [List Library](https://support.facsware.com/knowledge/list-library?hsLang=en) - [Document Library](https://support.facsware.com/knowledge/document-library?hsLang=en) - [Reports](https://support.facsware.com/knowledge/reports?hsLang=en) - [Billing](https://support.facsware.com/knowledge/billing?hsLang=en) - [Release Notes](https://support.facsware.com/knowledge/release-notes?hsLang=en#main-content) - [2026](https://support.facsware.com/knowledge/release-notes?hsLang=en#2026) - [2025](https://support.facsware.com/knowledge/release-notes?hsLang=en#2025) - [FAQs](https://support.facsware.com/knowledge/faqs?hsLang=en) - [Mobile iOS](https://support.facsware.com/knowledge/mobile-ios?hsLang=en) [![FACS](https://support.facsware.com/hs-fs/hubfs/FACS%20Logo%20FINAL.jpg?width=200&height=100&name=FACS%20Logo%20FINAL.jpg "FACS")](http://www.facsware.com) Copyright © 2026, FACS