Overview
The minimum requirements for importing projects from CSV are the "Manage system settings" and "Add projects" global permissions enabled in your access level.
You can have projects stored as a CSV file imported to Birdview using a wizard.
To be imported to Birdview, a CSV file should have values in their respective places and separated by a list separator (default is a comma). An example of CSV file fields:
- Project Name
- Project Description
- ID
- Start date
- End date
A portion of a source CSV file might look like this:
Project name;Description;ID;Duration;Start date;End date
Configure;project1;20;;25;6/5/2007;6/20/2007
Develop;project2;21;30;6/5/2007;6/18/2007
Test;project3;22;40;6/5/2007;6/17/2007
As you can see, the first line contains the names of fields the values correspond to. Whilst it is useful for some purposes, it may wreak havoc during import. For this reason, you will have the option to skip the first line while importing a CSV file.
Import a list of projects
To import a list of projects, follow these steps:
- Go to Activity Center | More actions (
) | Import from CSV.
- Select Projects from the "Import list of" drop-down list.
- Select a space in which new projects will be created.
- Select a workflow.
- Click Browse, and find the source CSV file.
- Select a field separator.
- Select the Skip first line of the file checkbox (refer to the note above) if required.
- Click Next.
- Perform field mapping, i.e., link fields of projects being imported with Birdview ones. Use "Add field" to get new fields to map.
- Click Import.
You will get the Import completed successfully message if import has been successful.
If you are planning to import a large set of data, it's always best to do a test import, with just a few lines of data and if it looks ok then do the rest. To do things this way, you will want to split your CSV into two files, first one with just a few records and second one with the rest. Do the test on the first file and then do the full import on the second file.