Import feature
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Import projects
You can then import your data with a .csv or .xslx format file!
👉 Important: The accepted column delimiter is [ , ] and the character format it UTF8. For decimals, use the [.]
Prerequisites
Before creating your import file, we recommend that you define the structure of the projects and the tags that you want to put in place well in advance.
If any tags must be associated to the projects due to be imported, you must create your space’s tag structure on the Administration > Tags page.
How to structure your import file?
Depending on your offer, budget or time, you will find at the bottom of this article a template excel file that you can fill in to import your projects! Use the structure given and replace the lines with your own data.
How to structure your projects and resources (tasks, expenses, discounts)?
Each line in your file must be filled in so that it facilitates successful project creation:
[project]: your project
[purchase]: a expense in your project
[discount]: a discount in your project
[task]: a task or task group in your project
[purchase]: a expense in your task group
[discount]: a discount in your task group
[subtask]: a task or task group in your task group
Note:
Each project resource must have the name of the project it’s attached to in the corresponding column [Project Name]
Items [purchase] and [discount] are optional
Items [purchase] and [discount] must come after the [projet] item to be linked to it
Items [purchase] et [discount] must be placed after a [task] item to be linked to a task group
A [subtask] item must be preceded by a [task] item
Accepted column headings and data formats
Below you will find all the accepted column headers, as well as the data formats and values expected by our import system: Headers
Business rules: information to be filled in according to project type and resource type
Project
Mandatory fields :
project name: the name of your project
resource name: must be identical to the project name
Purchase
Mandatory fields :
project name: the name of the project to which the purchase should be attached
resource name: the name of your purchase
purchase paid cost: the cost of your purchase, can be set to zero
purchase resale price: the resale price of your purchase, can be set to zero
purchase paid date: the effective date of purchase (yyyy-mm-dd)
Discount
Mandatory fields :
project name: the name of the project to which your discount should be attached
resource name : the name of your discount
discount amount: the amount of your discount
Task - placed at the root of the project
Mandatory fields :
project name: the name of the project to which your task should be attached
resource name: the name of your task
task budget type : the billing method (optional if you don't have the Budget package)
Depending on the type of billing chosen, other fields will need to be filled in:
Task budget type = None
Mandatory fields: none
Task budget type = Detailed (fixed fees mode)
Mandatory fields: (2 of the 3)
task time planned: time sold / planned
budget amount
task hourly rate
Task Budget Type = Global (package fee mode)
Mandatory fields :
budget amount
task hourly rate mode: hourly rate definition mode
task hourly rate: hourly rate (only if hourly rate mode = task)
Task Budget Type = Time (time ans materials mode)
Mandatory fields:
task hourly rate mode: hourly rate definition mode
task hourly rate: hourly rate (if hourly rate mode = task)
Task group creation: Task and Subtask objects
When you create a [Task] object to make a task group, you will need to create subtask objects within that group.
This section details the mandatory fields for [Task] and [subtask] objects.
Note: the [subtask] object must have the same billing type as the [task] object to which it belongs.
Mandatory fields :
project name: the name of the project to which your task or sub-task should be attached
resource name: the name of your task
task budget type : the billing method (optional if you don't have the Budget package)
Depending on the type of billing chosen, other fields will need to be filled in:
Task group None (non billable)
Task object - mandatory fields
none
Subtask object - mandatory fields
none
Task group Detailed (Fixed Fees)
Task - mandatory fields
Do not fill in the fields Time planned, Budget amount, hourly rate
Subtask - mandatory fields (2 of 3)
task time planned: time sold / planned
budget amount
task hourly rate
Task Group Global (Package Fees)
Task - mandatory fields
budget amount
task hourly rate mode: hourly rate definition mode
task hourly rate: hourly rate (if defined if the project and only if hourly rate mode = task)
Subtask - mandatory fields
task hourly rate mode: hourly rate definition mode
task hourly rate: hourly rate (if defined if the project and only if hourly rate mode = task)
Task group (Time and Materials)
Task - mandatory fields
task hourly rate mode: hourly rate definition mode
task hourly rate: hourly rate (if defined if the project and only if hourly rate mode = task
Subtask - mandatory fields
task hourly rate mode: hourly rate definition mode
task hourly rate: hourly rate (if defined if the project and only if hourly rate mode = task