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Formatting XLS Files for Import to Wrike

Table 217. Availability - Legacy plans


Overview

To import data from Excel into Wrike, the XLS file must be formatted correctly. There are two ways to get a correctly formatted XLS file: to download a sample XLS file and add data, you need to import there or format your XLS file manually.

Download a sample XLS file (already formatted)

Formatting_XLS_Files_for_Import_to_Wrike-Download_a_sample_XLS_file__already_formatted_.png
  1. Navigate to the selected folder, project, or space.

  2. Click the three-dot menu button within the item selected 1.

  3. Hover over Import 2 and select Excel 3.

  4. From the pop-up that appears, click Download a sample Excel file 4.

Add the data you want to import to this sample file and start importing it to Wrike.

Manually format an XLS file

  1. Open a new Excel spreadsheet.

  2. In the first row, use the following terms as column headers: key, parent task, title, status, priority, assigned to, start date, duration, end date, depends on, start date constraint, and description. Required headers are: key, title, status, priority, assigned to, start date, duration, end date, depends on, and description. The columns can be empty, but the required headers should be filled in on the top.

Note

Remember to add a key number for each new row. It has to be unique, but there's no specific order required.

For Business and Enterprise users, to add custom statuses via Excel you should add a "Workflow" column to the left of the "Status" column and a "Custom Status" column to the right of the "Status" column.

Note

Data in "Workflow" and "Status" is case sensitive.

For users on Business Plus accounts and up (as well as the legacy Wrike for Professional Services accounts and accounts with Wrike Resource add-on), to import effort, add an "Effort" column anywhere before the "Description" column in your Excel file. To import the billing type, add the "Billing type" column. To import project budget data, add the "Budget" column. Please note that you need permission to edit these values in Wrike to add them via import.

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