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Projects

In this article, we will guide you through the simple steps required to efficiently import projects, ensuring a seamless integration process.

The project import process will:

  • Create a project associated with the client.
  • Associate the state defined in the file.
caution

To successfully import the data, make sure that the workflow is created with the start and end steps defined.

The following combination must be unique:

  • Name| Number| Client| Product| Currency| Project Owner| Project Type| WorkflowState| Classification| Start Date| End Date

Preparing your data file:

  • Format your data file correctly for a smooth import.
  • Ensure that the data is organized and structured in a compatible format.
  • Verify that all mandatory fields are included and filled in correctly.
  • Consider any specific data formatting guidelines or constraints mentioned in the system documentation.
  • Thoroughly check for inconsistencies or errors in the data to avoid issues during the import process.