> For the complete documentation index, see [llms.txt](https://docs.devolutions.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.devolutions.net/rdm/knowledge-base/how-to-articles/create-a-custom-csv-template-for-import.md).

# Create a custom CSV template for import

This article describes how to create a reusable CSV template in Remote Desktop Manager. The approach is to start from one or more sample entries, export them to CSV, then use that file as the basis for preparing an import.

### Create the sample entries <a href="#create-the-sample-entries" id="create-the-sample-entries"></a>

1. In Remote Desktop Manager, identify the entry type you want to import.
2. Manually create a sample entry of that type.
3. Fill in the fields you want to include in your future template.
4. Save the entry.
5. Repeat the previous steps for each entry type you want to include in your template.

### Export the entries to CSV <a href="#export-the-entries-to-csv" id="export-the-entries-to-csv"></a>

1. Go to ***File*** and click ***Export***.
2. Select the ***Export all host lists (.csv)*** option.
3. Save the `.csv` file.

### Edit the template <a href="#edit-the-template" id="edit-the-template"></a>

1. Open the `.csv` file in Excel.
2. Review the columns generated by Remote Desktop Manager.
3. Edit the data rows according to the entries you want to create.
4. Save the `.csv` file.

### Import the template <a href="#import-the-template" id="import-the-template"></a>

1. Go to ***File*** and click ***Import***.
2. Open the ***Import generic CSV wizard***.
3. Select the edited `.csv` file.
4. Follow the steps in the import wizard.
5. Confirm that the imported entries contain the correct information.

#### See also <a href="#see-also" id="see-also"></a>

* [CSV import strategies and file format](https://docs.devolutions.net/rdm/commands/file/import/generic-csv-wizard/strategies-file-format/)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.devolutions.net/rdm/knowledge-base/how-to-articles/create-a-custom-csv-template-for-import.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
