How to import tasks from a CSV file?

23434-qa commented 1 year ago

Created date: 2023-08-22T07:32:35+00:00 [Created date: 2023-01-10T10:00:33+02:00]

[Author: Serhii(s.snovyda@relokia.com)]

IMPORTING PROJECT MANAGEMENT PLATFORM DATA

To import your tasks, provide file that contain a heading row with task fields names. The heading row is necessary to identify and map data objects.

Prepare a CSV file which contains a heading row with the following columns:

TaskId (REQUIRED, ex.: 1543) Subject (REQUIRED, ex.: Test subject) Type (REQUIRED, ex.: Task) Tags (REQUIRED, ex.: tag 1, tag 2) Description (REQUIRED, ex.: Test Description) Status (REQUIRED, ex.: Open) Priority (REQUIRED, ex.: Low) AssigneeEmail (REQUIRED, ex.: a.lewis@yourcompany.com) AssigneeName (REQUIRED, ex.: Adam Lewis) CreatorEmail (REQUIRED, ex.: s.gibbson@mail.com) CreatorName (REQUIRED, ex.: Stacey Gibbson) CreatedTime (REQUIRED, format: YYYY-MM-DD HH:MM:SS) UpdatedTime (optional, format: YYYY-MM-DD HH:MM:SS) Attachments (optional, ex.: https://site.com/attachment1.jpg, https://site.com/attachment1.pdf) Section (REQUIRED, ex.: Engineering) ParentId (optional, ex.: 2) DueDate (optional, format: YYYY-MM-DD HH:MM:SS) StartDate (optional, format: YYYY-MM-DD HH:MM:SS)

IMPORTING CUSTOM FIELDS

To migrate custom fields, add tags to columns headers (task fields names) so that the Migration Wizard could identify them. Here are the tags you need to use:

* _select - dropdown (e.g. ChoseProduct_select)
* _date - time (e.g. Due_date)
* _integer - number (e.g. TaskInternal_integer)
* _decimal - decimal (e.g. Cost_decimal)
* Any other columns in file without tag will be treated as string(text) at mapping

IMPORTING TASK COMMENTS

Create another CSV file with tasks' comments that will have a heading row with the following column headers:

CommentId (REQUIRED, ex.: 123) TaskId (REQUIRED, ex.: 1543) AuthorEmail (REQUIRED, ex.: jeremy@yourcompanydomain.com) Body (REQUIRED, ex.: Comment html or text content) CreatedTime (REQUIRED, ex.: YYYY-MM-DD HH:MM:SS) Attachments (optional, ex.: https://site.com/attachment1.jpg, https://site.com/attachment1.pdf) Pay attention to the following aspects:

* Fields are separated by commas.
* The body of the comment or task description can contain HTML formatting
* To attach files you need to provide a public URL following which our service can access the attachment. You may add

multiple attachments - separate them by commas.

You can specify your time zone in the format 2021-09-07Т15:17:07+03:00.
If you don’t fill in your time zone, the time zone +3 sets up automatedly during the data migration.

tasks-sample.csv tasks-comments-sample.csv

23434-qa commented 1 year ago

[Created date: 2023-09-20 11:29:00] [Author: 23434-qa(23434qa@without-email.com)] Created date: 2023-08-22T07:32:36+00:00 Author: Domain Creator (user_ia47mxiet6@1201587531797077.xf59q0.asanatest1.us)
[Created date: 2023-03-14T13:43:53+02:00] [Author: Serhii(s.snovyda@relokia.com)] On it

23434-qa commented 1 year ago

[Created date: 2023-09-20 11:29:00] [Author: 23434-qa(23434qa@without-email.com)] Created date: 2023-08-22T07:32:35+00:00 Author: Domain Creator (user_ia47mxiet6@1201587531797077.xf59q0.asanatest1.us)
[Created date: 2023-03-13T12:34:12+02:00] [Author: Serhii(s.snovyda@relokia.com)] IMPORTING TASK COMMENTS Create another
CSV file with tasks' comments that will have a heading row with the following column headers: CommentId (REQUIRED, ex.:
11) TaskId (REQUIRED, ex.: 1) AuthorEmail (REQUIRED, ex.: jeremy@yourcompanydomain.com) Body (REQUIRED, ex.: We need to
investigate this case as quickly as possible) CreatedTime (REQUIRED, format: YYYY-MM-DD HH:MM:SS) Attachments
(optional, ex.: https://site.com/attachment1.jpg, https://site.com/attachment1.pdf) Pay attention to the following
aspects: * Fields are separated by commas. * In case there is more than one comment related to the same task, simply
enter the same task ID. Double-check whether the comment IDs are different. * The body of the comment or task
description can contain HTML formatting * To attach files you need to provide a public URL following which our service
can access the attachment. You may add multiple attachments - separate them by commas. * You can specify your time zone
in the format 2021-09-07Т15:17:07+03:00. * If you don’t fill in your time zone, the time zone +3 sets up automatedly
during the data migration.

23434-qa / QA

How to import tasks from a CSV file? #11