Importing projects from CSV

Activity Center > Projects

You can have projects stored as a CSV file imported to Easy Projects using a wizard.

 

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To be imported to Easy Projects, a CSV file should have values in their respective places and separated by a list separator (default is a comma). An example of CSV file fields:

 

1.

Project Name

 

2.

Project Description

 

3.

ID

 

6.

Start date

 

7.

End date

 

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A portion of a source CSV file might look like this:

<<

Project name;Description;ID;Duration;Start date;End date

Configure;project1;20;;25;6/5/2007;6/20/2007

Develop;project2;21;30;6/5/2007;6/18/2007

Test;project3;22;40;6/5/2007;6/17/2007

>>

 

As you can see, the first line contains the names of fields the values correspond to. Whilst it is useful for some purposes, it may wreak havoc during import. For this reason, you will have the option to skip the first line while importing data from a CSV file.

 

 

To import an activity, follow these steps: 

1.

Click Import from CSV on the Tools menu. Alternatively, click "Export & Import" in Activity Center and select Import from CSV.

2.

Select Tasks on the 'Import list of' drop-down list.

3.

Once in the Import projects screen, click on "Select CSV file", and find the source CSV file.

4.

Select a field separator.

5.

Select the Skip first line of the file checkbox (refer to the third pencil above) if required.

6.

Click 'Next'.

7.

Perform field mapping, i.e. link fields of projects being imported with EP ones. Use 'Add field' to get new fields to map.

 

 

 

8.

Use 'Reset fields' if you make a mistake adding fields.

9.

When you done with mapping, click 'Import'.

 

You will get a message ‘Import completed. X records were imported successfully.’ if import has been successful.