In order to import work packages, you will need to be an administrator and have access to the Account Settings. You can find an example file in the following article.
- Go to Account settings, select Import, and click Work packages.
- Optional: Delete existing work packages.
If you want to replace the work packages already existing in the system with the newly imported ones, you can delete them prior to the import. If you have no existing work pacakges, or do not want to delete the ones already in the system, skip this step and go to step 3.
To delete, collapse the Field mappings tab or scroll down to the bottom of the page to Upload and import. Check Delete all work packages first. Then click on Confirm DELETE ALL WORK PACKAGES FIRST.
- Define the fieldnames.
Before selecting the import file, define the Import file fieldnames which needs to be aligned to your CSV file and click Save. Columns with an asterisk (*) are required in order to successfully import a file.
Furthermore, you need to define the mapping types between single column, multiple columns and fixed value. You can find more information on how to use those different mapping types in this article. - Import the file.
Click Choose File at the bottom of the page, select your CSV file and click Open. Once uploaded, click the Upload and import to Work package button to complete the import.