All articles

Importing XLS Files to Wrike

Table 195. Availability - Legacy plans


Overview

All users (except for collaborators) can import tasks, folders, and projects from XLS files into Wrike.

Important

  • Before importing, please make sure that there aren’t any formulas in your Excel file.

  • If you format text in the description cells of your XLS document, the format won't be saved when you import the XLS document to Wrike.

  • Importing only creates new items in Wrike; you can't edit the existing data via XLS import.

  • There's a limit of 5,000 tasks per import. If more tasks need to be imported, then the file can be split into separate smaller files and multiple imports can be performed.

  • You can import blueprints into Wrike.

  • If you're on Business or Enterprise plans in some cases you might not see the option to import a folder, project, or space's content from Excel. That means that you have a limited access to this location (Limited or Read Only access role). Admins on Enterprise accounts can add or revoke this right from Settings.

Import XLS files to Wrike

Tip

Learn how to format your Office Excel file for Import to Wrike here.

Importing_XLS_Files_to_Wrike-Import_XLS_files_to_Wrike.png
  1. Create a new Microsoft Office Excel file (XLS or XLSX).

  2. Format and add data to your spreadsheet.

  3. When your Excel file is ready, open Wrike. Navigate to the folder, project, or space into which you want to import your data.

  4. Click the three-dot menu button within the project, folder, or space.

  5. Hover over Import and select Excel.

  6. Click Select file in the pop-up that appears.

  7. Select the file that you want to import and click Next.

  8. If you have names listed in the “Assigned to” column, you'll be asked to associate users from your Wrike contact list with those indicated in the “Assigned to” column of the spreadsheet.

  9. Click Next again and you'll be asked to refresh your page.

  10. Click Yes.

The information from your XLS file is now available in Wrike.

Top