Projects & Tasks
Import from CSV/Excel
Bulk import projects, tasks, risks, and decisions.
Import from CSV/Excel
4-Step Wizard
- Upload: Select entity type, project, and upload your file
- Map Columns: AI-assisted column mapping with confidence scores
- Preview: Review validation results before importing
- Import: Execute in batches with progress tracking
Supported Formats
- CSV (comma, semicolon, or tab delimited)
- Excel (.xlsx)
Tips
- Download sample files from the import page
- Dates support multiple formats (ISO, US, EU)
- Email-based assignee resolution (matches existing users)
Tags
importcsvexcelbulk
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