20161231), MM/dd/yy, or yyyy-MM-ddĭata in the Assign User column of your import file should be the username from the SiteCapture portal.ħ. *All dates must be in a formats of yyyyMMdd (i.e. To obtain the Status value click edit next to the Status.ĭata in the priority column of your import file should be one of the following: Your statuses will be listed under Manage Status Options. You can find the statuses and their value (that will be entered into the data column of your import spreadsheet) by going to Settings>Templates and selecting your template. You can also add new data columns to your import file for Status, Priority, Assign User, Customer, Manager, and Due Dateĭata in the status column should be one of the statues you have set up in your template. You can add the field name to the first row but it is not necessaryĦ. Now enter the field keys exactly as they appear in the template or export spreadsheet into the second row and corresponding data column. Under each field name will be a field key.ĥ. You can also find the field keys by going to your template under Settings>Templates and selecting your template. The second row is the corresponding field key.Ģ. To import data into the preset template you will need to have the field keys from that template.
Add two blank rows to the top of your spreadsheet.Delete any rows that are not data (i.e.Start by ensuring that your excel spreadsheet is a CSV file type.The best way to get the proper field names is to export the template and use that as the sample file. To import you must first add all of your projects to a. The easiest way to import is through our Zapier Integration but you can also import on an excel spreadsheet.
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