![]() ![]() Make sure the customized fields are of the same data type as the fields that will be imported from Excel. Create any customized fields before starting the import process.Ģ. What changes do I need to make to the excel file before importing it in Project Plan 365 app?īefore importing your Excel file in our application please make the following changes:ġ. Imports will not update more than one data area at the same time.Įxcel datasheets will need to be divided into these areas of data.įor example, if you want to import information about both Tasks and Resources, your Excel file will need to have two sheets, one with information about tasks and one about resources. How do I import both Tasks and Resources from Excel file?ĭata is imported to 2 distinct data areas: Task or Resources. If this did not solve the issue please submit a ticket at Contact Support. If the application crashes please download and install our latest application from our website. To do this go to File-Import-Import from Excel. You can export the JIRA project to Excel/CSV and then import the file in our Project Plan 365 app. How can I open JIRA in Project Plan 365 app? To create a new project from an Excel Workbook, click File - New - New From Excel Workbook. How do I create a project based on an Excel file? If your data is on another sheet, you will need to select in the Import Wizard the name of the sheet you want to use. The Import Wizard will, by default, import data from the first sheet in the Excel file. Microsoft Excel is a software program used to create spreadsheets.Ĭan I import data from other than the first sheet in an Excel file? If you started your project in Excel but need to manage more complex schedules, resource sharing, and tracking, you’re probably ready to move your data into Project Plan 365. ![]()
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