Importing Tasks from CSV

Celoxis provides you with the ability to import tasks from CSV which saves a lot of your time and effort.

How does it work?

You will first need the CSV file either created by you or exported from another application. The extension of the file should be .csv only. While importing the CSV file, Celoxis prompts you to map the relevant fields from CSV with the fields available in Celoxis.

Some guidelines:

• 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: 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.

To import from CSV

1. Navigate to the project where you want to import those tasks.
2. From the page actions shown on the right of the project, 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.