Importing Project Information

Hi,

I'm trying to import project information via excel, but the fields like "Start date", "End date" and some custom fields I added are not imported.

I would like to have these fields imported the same way the fields for a task are imported.

Even better would be when an ID can be part of the import so I can update the task/ project related to the ID.

 

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Anastasia

Hi Elke, thanks for getting in touch here! Projects currently can't be imported via Excel, so the best option is to import them as a Folder and then add those attributes after you've imported the structure. To ensure that all those fields are imported for tasks, the XLS file should be formatted like our template, download the example template to check it out. Detailed importing instructions can be found in our XLS Export and Import article. Happy to help if you have any further questions about this! :)

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Hi Anastasia,

I used the template and it works fine for tasks.

In Wrike I'm able to add fields in the table view on project/folder level, and these can be exported.

However when performing an import, those fields are not imported.

Example added



 

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When I understand the reply correctly the functionality I'd like is not yet part of Wrike.  Am I correct here?

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Anastasia

Elke, yes, that's right, sorry for not being clear enough! It's currently possible to import any item, except for Projects. Thanks for bringing this up!

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Stephen

@Elke, good news!

Projects can now be imported! 

Give it a go - any questions, let me know 😃

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Hello. To import projects, is there a special format for the Title field? When I import using the sample excel file, Wrike is making the title a folder instead of a project.

 

Thanks;

Thomas

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I'm getting the same issue as Thomas. When importing a Project, which fields need to be populated? I have the import structure as per the Wrike sample spreadsheet, with populated fields of Key (as number), Title (with leading and ending forward slashes) and Status (as green). The other fields are blank.

Update: I've managed to get projects importing. It seems that the rows are initially imported as folders, and only become projects if they are individually selected while in list view. Any idea on how to fix this?

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I don't see any option to import projects although you guys say it has now been added. Can someone please offer a step by step for this? the excel sample file is still only folders and tasks.

Both our legacy systems (podio until 2015, then Scoro) worked at the level of "client > project > task" I like the idea of working the Wrike way in that we can do "Clients (space) > Client Name (folder) > project > task" however we currently have approximately 10,000 records at the project level so buying wrike will be impossible without an easy way to bring this across.

I am happy to set up custom fields etc to be populated by the import but we must be able to bring across ALL data from our old records before we can move.

So please, a guide on importing project data would be amazing now that it is possible, we only have 10 days left on our trial lol

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