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?
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.