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9. Import Project/Member Data via CSV Files

If you import project data into an existing project, the data imported will overwrite the existing data.

To import project data in a CSV (comma separated value) file, follow these steps:

Note: You may only import project data if you are the Project Manager of the project.

  1. Click Project from the main navigation.

    The Project List window appears.

  2. Click on the Project Name of the project to which you want to import data.

    The Project window appears.

  3. Click Project Settings.

    The Project Settings Menu screen appears for this particular project.

  4. Click on Import Project Data from CSV File.

    The Project Data Import window appears.

  5. ClickBrowse to find the file to upload.

  6. Click Import Project Data.

    Note: If you import project data, the data will overwrite any data in the project. Be sure to import CSV file in order specified in Order of Items in CSV file.