Import an excel
Hi,
I'm trying to import a table (currently in Excel) with multiple columns to Wrike. The process after importing will be that when the requestor submits a request form, the form fields are populated in the table. This will be used as a tracker moving forward.
I've tried importing multiple times but I keep getting an error like this each time - with a different row and cell number - An error at row 2 (Priority value Medium is not recognized (cell K:2))" each time.
Can someone please share some tips on the table import. I've read through Wrike resources and watched videos, but I think there's something that I'm unable to catch.
Check for any non alphanumeric characters - Wrike struggles to import items that have certain punctuation in the cell. That's usually what causes errors in our imports. Additionally, Wrike doesn't use Priority the same way as we think of it - in Wrike, Priority is the order in which you input the items or the manual sort that you can do to set the order of tasks. You'll want to use the field Importance to set High, Normal, or Low priority.
Hi Megha Bagga I may have misinterpreted your question but can these table fields be created as custom fields that you can link to questions within the request form so the fields are populated upon submission?
Hi Megha Bagga, I think you might be going about this backwards. In your question, you mention that submitted forms will add their content to "the table". In Wrike, this could really work one of two ways - your submitted form could create a Task within a Project, or it could create a Project within a Folder (or within a Space, I guess) - and you can then view that Project or Folder in Table-View, to see your "tracker".
To do this, I would suggest the following. If this doesn't work for you, and you just want form entries to be collected in a spreadsheet instead of as Tasks in a Wrike Project, maybe look into making a simple Google Sheet.
1. Set up a dummy Task, then make it a Blueprint
2. Create your form
3. Test your form