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.
Created date: 2023-01-10T10:00:33+02:00 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:
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:
multiple attachments - separate them by commas.