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Import Users/Clients/Tasks via CSV

Import Users/Clients/Tasks via CSV

Owned by Former user (Deleted)
Last updated: Jan 11, 2018 by Rashmi Likhite

Following are the general guidelines you should follow to import via CSV :
 

  • You need to do the exact mapping of your columns in CSV file to the fields available in Celoxis. The columns should be separated by a comma (,). 
  • In case you are importing custom field data via CSV, the custom fields must be first created in Celoxis. Only then can you import the data. You can select 'Skip' in case you do not want to import that data.
  • The mandatory fields for the respective entities must be present in the CSV file. For e.g, For importing tasks via CSV, the Summary, Start date, Finish Date are mandatory fields.
  • Under 'Ignore Rows', you need to enter 1 when you have a column name line first in you CSV.
  • There are some columns you cannot map from a CSV file like a task duration, Work(h), etc. These needs to be skipped.
  • In case you are importing projects via CSV, then the 'Phase' should be one of the following : In Planning, In Progress, On Hold, Archived.

 

In case, you still face any issues, open a support ticket with us with your CSV file attached in the ticket.

A sample CSV file attached for importing Users.

A sample CSV file attached for importing Clients.

A sample CSV file attached for importing Tasks.