Import: Projects

Technical Documentation

We recommend that if you are importing projects to then use the "Copy Tasks from Project Number" column in your import vs trying to import each unique task. This allows for ease of importing and consistency of data.

NOTE: When using Copy Tasks from Project Number, some header fields are copied as well, like Anyone to Charge Time. Which are then ignored if you include them in the same import.

For example, you could have an import table with the following headers fields and the next row(s):

• The key here is to not add any line detail (Tasks) to the import file, only project header data. This way all task details (workflow) are coming from the pre-defined template.

If you want to import you current active work:

• Create project templates first that define your work.
• Or have a template with a one task method, just so users can enter their time to the one task for that project only. Then new projects going forward will have the full process.

Required Fields

Project Name,Project Status ID

There may be more required fields, based on your specific settings.

Key Fields

Project Number

The Key Field(s) will be used to determine if a record already exists. Multiple key fields are separated by commas and will be checked in the order list. The first one to match an existing record will be used as the key for that record. If a matching record is found it will be updated with the imported values.

Available Fields

Project Name, Project Status ID, *[KEYUSER1] User ID, *[KEYUSER2] User ID, *[KEYUSER3] User ID, *[KEYUSER4] User ID, *[KEYUSER5] User ID, *[KEYUSER6] User ID, Account Manager User ID, Account Team, Anyone to Charge Time, Auto ID Task, Billing Group Code, Billing Manager, Billing Method, Billing Status ID, Campaign ID, Class ID, Client ID, Client Project Number, Closed, Copy Estimate, Copy Tasks from Project Number, Currency, Description, Division Name, Do Not Post WIP, Due Date, Expenses Not Included, Flight End Date, Flight Interval (D/W/S), Flight Start Date, Forecast As Fixed Fee, Get Markup From, Get Rate From, GL Company, Grant Contact Access Automatically, Hourly Rate, Invoice Layout, Item Rate Sheet, Next Steps, Non Billable, Office, Opportunity, Primary Contact Full Name, Product Name, Project Color, Project Manager ID, Project Number, Project Request ID, Project Type, Rate Sheet, Retainer, Scheduling Direction, Segment Name, Split Billing, Start Date, Status Notes, Template, Title Rate Sheet,
The Valid Field Names may be selected and pasted into a text file and saved in CSV format to create the header values in an import file.

NOTE: Import of Split Billing settings is in the format of 'Client ID' 'semi-colon' 'Pct Split' 'pipe' 'Client ID'....
EX>> Client1;45|CLIENT2;45|Client3;10

The total must equal 100