Creating and populating a list in Dashpivot Web allows you to manage reusable dropdown values across templates and projects. Lists stored in the List Library can be linked to templates to ensure consistent data entry and standardised options.
There are two locations where lists can be set up in Dashpivot Web:
List Library – Lists created here can be connected to any template located within the Home Folder.
Project Folder Lists – Lists created here are only accessible within Team Folders under the respective Project Folder.
It is recommended to set up lists within the List Library so they can be referenced across your workspace where required. Project Folder Lists are typically used when a list is only relevant to a specific group of Team Folders.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission:
Home Folder (List Library) – Organisation Member (or higher)
Project Folder – Project Member (or higher)
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Set Up a List in the Home Folder
Access the Home Folder.
Select the List Library tab at the top, under Users.
Click the green Add List button in the top right-hand side of the screen.
Enter a name for the list and specify whether you would like the list to be deployed populated or empty.
Click Add List.
Set Up a List in a Project Folder
Go to the relevant Project Folder.
Select the Lists tab at the top.
Click the green Add List button in the top right-hand side of the screen.
Enter a name for the list and click Add List.
Populate a List
Manual Entry
Click Add Item to begin populating the first column of the list.
Click Add Property to configure additional columns.
Importing from CSV
Open the list you want to populate.
Click Upload CSV.
Select your CSV file. The first row should contain column headers that match your list properties.
Review the import preview and confirm the upload.
💡 You can import up to 5,000 rows per CSV file. If any rows are invalid, a downloadable error report will be generated so you can identify and fix the affected rows before re-importing.
Items are added to the list immediately. If the list has been deployed to project folders, the imported items will be available across those projects straight away.
📓 Note: If you are working with an Account List on Sitemate Start, CSV import is done at the Account Layer — not at the workspace level. See How to Create and Edit an Account List on Sitemate Start.
Archive List Items
Select the item(s) you want to archive using the left-hand side checkboxes.
Click Archive.
Once archived, the item will be moved to the Archived tab where it can be restored later.
FAQs
Can I import list items into Dashpivot using a CSV file?
Yes. Open the list you want to populate, click Upload CSV, and select your CSV file. The first row should contain column headers that match your list properties. Items are added to the list immediately.
What happens to deployed lists after a CSV import?
Items imported via CSV are available immediately across any project folders the list has been deployed to. No redeployment or manual refresh is needed.
Can I import CSV items into an Account List from the workspace level?
No. If you are working with an Account List on Sitemate Start, CSV import must be done at the Account Layer by an Account Admin. The Upload CSV button is disabled at the workspace level for Account Lists by design.
Is there a row limit for CSV list imports?
Yes. You can import up to 5,000 rows per CSV file. If any rows fail validation, Dashpivot generates a downloadable error report so you can identify and correct the invalid rows before re-importing.