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Files & imports

Bring your information in. Keep every file close to the work.

Import structured customer data, organize workspace files, attach documents to active projects, and capture business-card details in the same connected Avanta workspace.

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Practical tools for moving from scattered information to organized customer work.

AFiles & importsWorkspace file activityUpload
Workspace files128Live
Imports this month6Live
Cards captured14Live
Recent activity
Importcontacts.csv · 240 rowsToday
FileMarlow Industries — Statement of Work.pdfToday
CardPriya Shah · Priya Shah StudioYesterday
FileNorthgate Retail — Renewal terms.pdfMon
FILES OVERVIEW

  • Bring structured data with you

    Upload CSV or JSON data, map incoming columns, preview the information, and review the import result.

  • Keep files connected to the work

    Use the workspace library and project attachments to keep important files easier to find and understand.

  • Capture contacts in person

    Photograph or upload business cards, review multiple cards, and confirm the captured information.

One place for workspace files

Find the file without searching through another conversation.

Avanta's workspace file area gives teams a shared place to search, filter, access, and manage the files available in the workspace.

  • Search workspace files
  • Filter by available file type
  • Review the files available to the workspace
  • Use the available share action
  • Download files
  • Delete files when appropriate

Related product areas

Product OverviewWorkspaces & Team Administration
AFile library128 workspace filesUpload
Search workspace files
All typesPDFCSVImage
3 results
Marlow Industries — Statement of Work.pdfAdded by Tomas Ortega · 2.4 MBPDF
Northgate Retail — Renewal terms.pdfAdded by Maya Iversen · 1.1 MBPDF
contacts-import.csvAdded by Jun Li · 84 KBCSV
FILE LIBRARY

Files in the right context

Keep supporting documents attached to active customer work.

Project attachments help teams understand why a file matters by keeping it close to the opportunity or delivery work it supports.

  • Open the project or opportunity detail
  • Use the Attachments area
  • Keep relevant files with the project
  • Review attachments alongside tasks and notes
  • Preserve customer and delivery context
  • Access project files without searching a separate folder structure

Connected product areas

Pipeline & ProjectsTasks & Calendar
AProject filesMarlow Industries · Q3 rolloutAdd file
MIMarlow Industries — Q3 rolloutProject · ActiveActive
4 files
1 task
Active
Attachments
PDFMarlow Industries — Statement of Work.pdfAdded by Tomas Ortega
PDFMarlow Industries — Renewal terms.pdfAdded by Maya Iversen
Linked work
TaskSend updated scope · Due Fri
PROJECT ATTACHMENTS

A visible import process

Review the structure before bringing data into the workspace.

Avanta divides the import process into clear stages so teams can upload structured information, align incoming columns, preview the data, and review the outcome.

  1. 01

    Upload

    Choose a CSV or JSON file

    Start with a supported structured-data file from your existing workflow.

  2. 02

    Map columns

    Match incoming information

    Connect columns from the source file to the available Avanta fields.

  3. 03

    Preview

    Review the data structure

    Inspect how the mapped information will appear before proceeding.

  4. 04

    Result

    Review the import outcome

    See the result of the import process and identify whether additional review is needed.

AImport contacts240 records ready to reviewContinue
contacts.csv
UploadMap columnsPreviewResult
240 rows detected · 6 columns mappedReviewing
IMPORT WORKFLOW

Align incoming data

Map the information your team already understands.

Column mapping creates a review point between the source file and the Avanta workspace. Teams can align available incoming columns with the corresponding Avanta fields before continuing.

  • Review source-column names
  • Select the corresponding available Avanta field
  • Identify columns that require attention
  • Continue to a mapped-data preview
  • Confirm that the structure is appropriate before import
AMap columnscontacts.csv · 6 columns detectedConfirm
contacts.csv · Column mapping
Full Name→Contact name
Company→Organization
Email→Email address
Region→—Needs attention
1 field needs attentionReview
COLUMN MAPPING

Structured data formats

Start with CSV or JSON.

CSV

Use a standard comma-separated file for structured rows and columns.

JSON

Use a structured JSON file when the available import workflow supports the data shape you are bringing into Avanta.

Supported record types, required columns, maximum file size, and duplicate behavior should be confirmed before a production migration.

Capture in-person relationships

Turn business cards into information your team can review.

Use Avanta's card-scanning workflow to capture or upload business-card images, organize multiple cards in a queue, and confirm the resulting details.

  • Capture a card with the camera
  • Upload an existing image
  • Add the front and back of a card
  • Process multiple cards in a queue
  • Use JPG, PNG, or WEBP images
  • Review the captured information
  • Confirm individual cards or confirm the queue

Review captured details before confirming them.

ACard scanner3 cards waiting for reviewCapture
Front
Back
Front
Priya ShahPriya Shah StudioConfirm
3 cards ready for reviewExtracted
CARD SCANNER

Practical workflows

Move information into Avanta without losing the business context.

Import an existing contact list

  1. 1

    Prepare the structured CSV or JSON file

  2. 2

    Upload the file

  3. 3

    Map incoming columns

  4. 4

    Review the preview

  5. 5

    Complete the import

  6. 6

    Review the result

Explore Contacts & Companies

Attach files to active customer work

  1. 1

    Open the relevant opportunity or project

  2. 2

    Open the Attachments area

  3. 3

    Add the supporting file

  4. 4

    Review it alongside tasks and notes

  5. 5

    Keep the customer context attached to the document

Explore Pipeline & Projects

Capture contacts after an event

  1. 1

    Photograph or upload the business cards

  2. 2

    Add front-and-back images where needed

  3. 3

    Review the card queue

  4. 4

    Correct the captured information

  5. 5

    Confirm the contact details

  6. 6

    Add relationship context and follow-up tasks

Explore Contacts & Companies

Find and use the file

Keep basic file actions clear and accessible.

Search

Find available workspace files using the file-library search.

Filter

Narrow the library using the available file-type filter.

Download

Download a file when it is needed outside the workspace.

Share

Use the sharing action available within the file library.

Delete

Remove files only when they are no longer needed and the user has the appropriate authority. Deleted files were not observed to be recoverable.

Take available data out

Export supported records when your team needs them.

The reviewed Avanta product included export actions for contact information and pipeline/project records.

Contact export

Export available contact information from the contact-management area.

Pipeline or project export

Export available opportunity or project information from the relevant product area.

Clear migration expectations

Confirm the details before a production import.

Record types

CSV and JSON import were observed, but every supported destination record type was not fully verified.

Duplicates

Automatic duplicate detection, merging, and conflict resolution were not verified.

Rollback

A complete import-rollback workflow was not observed.

Storage and recovery

Storage limits, file-version history, deleted-file recovery, and backup behavior should be confirmed with the Avanta team.

Avanta beta

Plan a clearer move into your Avanta workspace.

Avanta’s beta gives teams an opportunity to review existing customer data, confirm import requirements, and organize files around their real customer work.

  • Review your source data
  • Confirm supported record types and columns
  • Plan workspace and file organization
Request early access

Explore Avanta

See where imported data and files go next.

Product area

Organize contacts and companies

Keep imported customer information, relationship context, tasks, and active work connected.

Explore Contacts & Companies

Product area

Connect files to opportunities and projects

Keep attachments close to pipeline activity, project details, tasks, and delivery progress.

Explore Pipeline & Projects

Product overview

Explore the connected Avanta workspace

See how customer data, files, opportunities, tasks, communication, and reporting fit together.

View product overview

Files & imports FAQ

Still have questions? We have answers.

What file formats can Avanta import?

The reviewed Avanta import workflow supports CSV and JSON files.

What does the import process include?

The observed import process includes Upload, Map Columns, Preview, and Result steps.

Can I preview information before importing it?

Yes. Avanta includes a preview step after column mapping so the incoming data structure can be reviewed before the process is completed.

Can Avanta import deals or pipeline records?

A general CSV and JSON import workflow was observed, but import support for every record type—including deals or pipeline records—was not fully verified. Confirm your migration requirements with the Avanta team.

Does Avanta automatically remove duplicates?

Automatic duplicate detection, merging, and conflict resolution were not verified. Review and prepare source data before a production import.

Can an import be rolled back?

A complete import-rollback workflow was not observed. Confirm recovery and correction procedures before importing production data.

How are files organized in Avanta?

Avanta includes a workspace file library with search, file-type filtering, sharing, downloading, and deletion actions, along with attachments connected to project work.

Does Avanta support file-version history?

File-version history was not observed in the reviewed product.

Can deleted files be restored?

A deleted-file recovery or trash workflow was not verified. Files should only be deleted when the user is certain they are no longer required.

Can Avanta scan business cards?

Avanta includes camera and upload-based business-card capture with front-and-back images, multiple-card queues, review, and confirmation.

Which image formats can be used for business cards?

The observed card-scanning workflow supports JPG, PNG, and WEBP images.

Does the card scanner guarantee accurate results?

No scanning-accuracy guarantee should be assumed. Captured information should be reviewed and corrected before confirmation.

Can data be exported from Avanta?

The reviewed product included export actions for contacts and pipeline/project records. Confirm the specific export formats and fields required by your team.

How can we plan an Avanta migration?

Request early access and discuss your source files, record types, column structure, data quality, and workspace requirements with the Avanta team.

Bring your customer information into a workspace built around the work.

Explore the product

See how imported data connects to contacts, opportunities, projects, tasks, communication, and reporting.

View product overview

Plan your migration

Talk to the Avanta team about record types, column mapping, file organization, and onboarding.

Contact the Avanta team

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