Importing projects from Excel into Wrike
It seems it is currently impossible to import projects and project attributes (start date, end date, owner, description etc) on the project level from Excel into Wrike. Currently it is only possible to import folders and tasks from Excel into Wrike.
I have a list of 50+ projects and it would be very time consuming to import them as folders and then manually convert each of them from a folder into a project and then manually add project attributes to each project.
Can you please prioritize this issue?
Good afternoon! I don't see an option to import (from within the new project -- the 3 dots on the top, righthand side of the project do not show "Import" as an option. Is this not a feature in the free version? Please let me know. Thank you!
Hi Kat, you're correct, importing Excel files is a feature of paid accounts only. If it's something you're interested in and if you'd like a call back to discuss your options, let me know here and I can arrange this for you.
As an aside, on all articles on our Help Centre, you'll see underneath the article's title for which user types and account types the feature is available 👍
Is there a way to upload Excel schedules to Wrike as a project rather than a folder? We have a lot of courses that we will need to convert and it will be much more convenient if we can upload as projects. Is that possible?
Hi Jennifer, I understand if you have a lot of Projects to import this may be time-consuming. Right now, you can import Excel to any format except Projects so you will need to convert.
You're not alone with this request however, Elke has raised this with us so it would be great for our Product Team's visibility if you could add your vote to his post 👍
Hi everyone - good news!
It's now possible to import Projects via excel. Here's an example of what the template should look like.
Note: You need to assign a Status to the Project for it to appear in your Folder Tree.
Any questions, let me know 🙂
Hi is it possible to include images and/or custom fields in the excel?
Also is it possible to perform the import via API?
Hi when I upload using the template above, and assign a project status "Green" into that column for projects, I receive an error upon upload that the Task state value green is not recognized
Still trying to figure this out myself.
All our records on previous systems are at the project level. 10,000+ records of data that needs to be imported.
Every time i try and use the sample file it just creates folders. don't need to be able to import tasks as they will all happen in the future or ad-hoc as we go. I need to structure as below:
• Client Folders populated with client contact data custom fields
- Project populated with description, budget, supplier info etc custom fields
- Client Name (folder)
- project 1
- project 2
- project 3
I hope that makes sense, importing is quite difficult in it's current method
Hello - trying to import my existing projects into the Wrike system as PROJECTS. I've tried doing the template and have entered info into the "Status" column, however it's just coming up with an error for me and not taking this info on board for migration. Are there specific options that need to be entered into the STATUS column in order to work? What data should i be putting here? I've tried adding "Active" in but this isn't working.
Hi, please your help! When I try to create projects instead of folders but I can't... what am I doing wrong? Some of you could share some example...
Hi guys, Like the folks above I still can get to import excel information as Projects. No matter what I do It always comes up as folders.
The easiest way to troubleshoot this is to export a project from Wrike to Excel. For example, a project that looks like this:
Will come up like this:
You can see the correct workflow under project and status.
But when importing the same data, it imports like this:
A folder with no status
UPDATE: For other that find their way here. It turns out that if you press the refresh button, wrike will refresh the folder to projects.
Hi Alvaro Yurrita, thank you for sharing this workaround!
Ok I found a way to import sub-sub projects into Wrike.
Simply make sure the 1st line is your folder and then under it is the next project line and then the next sub-sub project line
This way I can now import multiple projects and subprojects into Wrike that show as a project rather than folders.
Hope that helps.
The below example creates a client folder and then x3 client projects and then under each client project x6 monthly projects.