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  • There are some mandatory fields in Celoxis like, Summary, Start, and Finish which should be present in the CSV file you are going to import.
  • You can specify the number of rows to be skipped (from the top) in the CSV file.
  • You need to select the appropriate date format as present in the CSV. It should be the same for all date type of fields.
  • Fields that cannot be mapped via CSV include: Duration (This is auto calculated from Start and Finish dates), Schedule Type, Work(h), Predecessor, Parent-Child relation, Constraint Date, Constraint Type, Priority, State, Task Type, Start (Actual), Finish (Actual), Cost (Est, Material), Cost (Fixed).
  • You can map certain fields in CSV as custom fields in Celoxis.  The custom fields need to be first created in Celoxis before you can import the CSV with custom field values.

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  1. Navigate to the project where you want to import those tasks.
  2. From the Actions drop down menu page actions shown on the right of the project Image Removed, point to Import and click on and then click Tasks CSVproject, click on More > Import Tasks (CSV).
  3. Click Browse and import a file.
  4. Click Next.
  5. Under the Field Mapping, map the fields of your CSV file with the fields provided by Celoxis. You can also map your custom fields from the drop-down.
  6. Under the Number of top rows to skip box, enter the number of rows you want to skip. It is pre-filled with 1 so that the row with column names is skipped.
  7. From the Date Format drop-down list, select a date format.
  8. Click Finish.
     

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