Import custom fields in Wrike through Excel
I have created a checklist for all of the documents and steps to incorporate a company (my plan is to create separate checklists for other steps like a dissolution, amalgamation, continuance etc). A project may have a number of steps that includes the incorporation. My plan is to export the checklist to excel and then to import it into the particular project that has an incorporation step. The process appears to work, however in the checklist I have a text field called step. I also have a step text field in the project. Easier for me to insert the step description in excel through a copy (enter in the first cell in the column and copy it and paste it in all of the other cells in that column). However, when I import the excel file into the project the step field in the project is empty so I have to do it manually (tedious if there are 100s of items). Why can't I do this through Excel?
https://help.wrike.com/hc/en-us/articles/210324125-XLS-Export-and-Import
HI Barry, importing and updating Custom Fields via Excel isn't available right now.
There's a Request here which could benefit from your vote 👍
Stephen - is there any update on this as yet by chance? I too am really needing a custom field import function..
@Sam Hey, welcome to Wrike Community 🙂
I've just updates this Product Feedback post - the status is Investigating now, our Product team is researching the possibility to implement the feature. I'll let you know when I have more info on that thread.
Please reach out if you have any further questions 👍👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa, do you have any updates on this feature request? Thanks
Hi Dave Rogers, welcome to the Community!
The Product team are interested in this suggestion, but there are currently no plans to add this to the short term roadmap. If you have any further feedback or questions, be sure to let me know.
Any updates on this request, did it make it in?
Hi Chelsea Cathey, welcome to the Community. We don't have updates on this idea at the moment. I've opened a ticket with our Support Team so that one of our experts can help you with your case and potentially help you find an alternative.
Also, I'd like to mention that you can check our New to Community forum to discover all the resources you can find in our Community 🙂
Hi @..., has there been any updates on this. In my case i'm using a signle select field and in the past i could copy and paste 100s of names and they would all be in there to select one item in the field. In the setup i would copy and paste all the possible selections into one window for the field. Now, as recent as late 202, you have to enter each name separately, which is not condusive to a software upgrade. If we had the capability in the past, i wonder why that was taken away and what is the solution to enter 100s of prospective answers into one field for single select. BTW, same isssue if i was todo multiple selections, have to enter each individual answer that i'm looking to be a choice, which is very inefficient. Any tips or tricks would be helpful and/or a platform solution or an excel import function to a specific field, all would be easy solutions. thanks.
Hi Timothy Landry, apologies for the late reply!
I've asked our Support team to reach out to you about it. Please let me know if there's anything else I can help you with.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover