Import via Excel with blueprints
I was wondering if it's possible to import projects from Excel and immediately add a blueprint to the project beingi imported?
I have a list of all projects, but no tasks yet. I want to add the tasks based on blueprints (which I already have). I am willing to make multiple imports for different blueprints if neccesary.
Welcome to the Community, Chris Van den Ende! As it's said in this Knowledge Base article, it is possible to import blueprints. Please let me know if you'd like to receive further instructions, I'll be happy to raise a ticket with our Support team for you 🙂
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, thanks for your answer. I had already found the import functionality.
My question is more specfic. I want to import projects and the apply a blueprint (during the import) which has all the tasks.
My import file only has projects in it.
Is this possible?
Hi Chris Van den Ende,
I have been searching for the same answer and determined that this is not a feature. I really hope they do add it soon, as it seems like a relatively easy ask to implement and makes sense that when importing projects (especially in bulk) users will want to simultaneously apply an existing blueprint to the import. It could even be part of the Request form - a mass import option if you will. Hopefully we will see this in the future soon!
My team and myself did however find a work around that may help you. It's still more work than what we may have hoped for with using the pre-existing blueprints, but it'll get the job done.
There are work arounds within Excel to make this insert row/copy/paste process a lot faster. I had 94 projects I needed to import using the same blueprint, so I did the following to make things faster: (Note: to do this work around in Excel you'll need to use a table or filters.)
I then separated the sheets by copying the one for import to a new workbook and saving it. That way there would be no chance of conflict when running the import in Wrike. (You could also just use two separate workbooks to begin with of course, I just wanted to keep everything in one place initially.)
I hope this all helps! Just wanted to share for you and anyone else who is going through a bulk project import while needing to apply a blueprint.
Thanks Melissa Lawrence. This is basically the same answer I received from Wrike and had found myself.
What a great and thoruigh walkthough! It'll sure save people some time. I would add, maybe make a TEMP folder for importing into if you already have a lot of projects in Wrike as not to mess anything up. Other than that, follow the steps from Melissa above!
While it works, it's still a lot of work. It would be great to have this feature implemented standard