Adding Content via CSV Import (Prioritize)

Balancing Act’s CSV import functionality allows you to quickly add content in bulk to your Prioritization project.

Within the “Items” tab in Prioritize, select "Import".

We recommend downloading the CSV Spending Template (see screenshot below), as this will provide some guidance on the information you can include in your prioritization.

Your CSV should have the following columns:

• Category: The parent category each item belongs to
• Subcategory: The item’s name 
• Amount: The cost or expense associated with that item (plain text only—no commas or symbols!)
• More info (optional): Additional brief information about the item
• More details (optional): More detailed information about the purpose, need, or logistics of the item. This field can include images/embedded media, hyperlinks, and special character formatting; however, any images or other media cannot be uploaded during the CSV import process and will need to be manually added after the import is complete.

Once the CSV is imported, you can manually add images for each item to make it more engaging for users. View a quick video about that part of the process here.