Contextual Help - Import Data (Administrative Tools)

The Import Data window lets you import tasks or users in CSV format.

This window has 4 parts: the title bar, the navigation tabs, the task importation form and the user importation form

  • The title bar tells you where you are in AceProject. At the end of the title bar you will find a link to contextual help. 
  • The Navigation Tabs help you toggle between forms : Export data, import data, delete project and delete user items.
    • The "Export Data" tab lets you export projects, tasks, work items and users using Excel format (.xls).
    • The "Import Data" tab lets you import tasks or users from a CSV file.
    • The "Delete Project" tab displays the options available to remove parts of a project or to delete the whole project.
    • The "Delete User Items" tab allows you to remove a user's items such as timesheets or messages.
  • The Task Importation Form allows you to import tasks from a CSV file (.csv). The importation format must strictly be the same as the exportation format. We have created the table below to illustrate, with more details, the format you must use to import your data. Here is an example of a task importation CSV file.
  • The User Importation Form allows you to import users from a CSV file (.csv). The importation format must strictly be the same as the exportation format. We have created the table below to illustrate, with more details, the format you must use to import your data. Here is an example of a user importation CSV file.


IMPORTANT THINGS TO KNOW BEFORE IMPORTING TASKS / USERS

  • The CSV files you want to import can be named as you wish.
  • Date and time values can be selected from the "Date Format" drop-down list, in the importation form.
  • It is impossible to import a French CSV file if you work in English and vice-versa. The column names differ from one language to the other.
  • The number of tasks and users imported must not exceed your account's limitations. Click here to see packages details.
     

 

Task Importation Table

Project ProjectName Yes The value must be the exact name of an existing project. Existing project name
Project # ProjectNumber No This field is not used for importation. We use the ProjectName field to track which project the task belongs to. 
Number Number Yes An integer or decimal value, greater than or equal to zero.
Summary Summary Yes
Group Group Yes The value must be the exact name of an existing group.
Status Status Yes The value must be the exact name of an existing status. If the imported status represents a completed status, the "PercDone" value will be set at 100% automatically. A task cannot be In Progress / Completed as long as its predecessor tasks are Incomplete. A task cannot be In Progress / Completed before its predecessors are completed and their lag time is respected.
Type Type Yes The value must be the exact name of an existing type.
Priority Priority Yes The value must be the exact name of an existing priority.
Actual Hours Actual No This field cannot be imported because it is calculated field.
Estimated Hours Estimated Yes An integer or decimal value, greater than or equal to zero.
% Done PercDone No This value will be set at 100% automatically if the imported status represents a "completed" status. If the imported status type is "waiting", the value must be zero. 0, 10, 20, 30, 40, 50, 60, 70, 80, 90, 100
Actual % Done ActualPercDone

No

This field cannot be imported because it is calculated field.
Creator Creator Yes The value must be the exact username of an existing user.
Assigned User(s) Assigned No To assign multiple users, you can separate each username with a comma.
Each value must be the exact username of an existing user.
Reviewer(s) Reviewer No To assign multiple users, you can separate each username with a comma.
Each value must be the exact username of an existing user.
Start Start No A task Start Date must be <= than the project End Date. A Start Date must be > than the project Start Date. A task Start Date must be <= Task End Date. Start Date must be the same or later than all its predecessorís Start Date, and respect their LagTime.
Due-Date DueDate No A task End Date must be >= Project Start Date. A task End Date must be <= Project End Date. If a task is linked to other task(s), it must have a Start Date and due date.
Date Created Created No If a new task is created, the "Created" date field will be used. If an existing task is updated, this field will be ignored / not updated.  In both cases, if no date is provided, the current day's date will be used.
Last Update Updated No If a task is created or updated, the "Updated" date will be used. If the date is not provided, the current day's date will be used.
Details Details No This field can contain any amount of text you want
Comment Thread CommentThread No This field cannot be imported. Even if provided, this field will be ignored.
Predecessors Predecessors No This field cannot be imported. Even if provided, this field will be ignored.
Successors Successors No This field cannot be imported. Even if provided, this field will be ignored.

 

 

 

User Importation Table

Form Label

Field Name

Mandatory

Details

Range Values

Username Username

Yes

Password Password Yes
User Group Group No

If the group does not exist, the user will not be updated / created.

 
Date Created DateCreated No Even if provided, this field will be ignored.
Last Visit LastVisit No Even if provided, this field will be ignored.
First Name Firstname No This field is optional.
Last Name Lastname No This field is optional.
Email Email No You must enter a valid email address, with correct syntax. If you checked "EmailNewTask" and/or "EmailUpdateTask", this field is mandatory.
Phone Phone No This field is optional.
Mobile Mobile No This field is optional.
Fax Fax No This field is optional.
Access Level AccessLevel Yes If value is out of range, an error message will be displayed. Administrator, Normal
This User Can Add a Project CanAddProj No If access level is Administrator, there is no need to set the value to "Yes". Yes, No
Administration Limited Mode AdminLtd No If access level is Administrator, there is no need to set the value to "Yes". Yes, No
Status Status No If not provided, the default value will be set to "Can login". Can login, Can't login
Time Entry Mode TimeEntry No If not provided, the default value will be set to "Timesheet + IN/OUT". Timesheet + IN/OUT
Timesheet only
IN/OUT only
Time entry disabled
User Directory UserDirectory No If not provided, the default will be set to "Display all users". Display all users
Display only administrators
Users assigned on the same projects
Users in the same group
Disabled
Email Notification:
   New Task
EmailNewTask No If set to "Yes", the Email field must be provided. Yes, No
Email Notification:
   Updated Task
EmailUpdateTask No If set to "Yes", the Email field must be provided. Yes, No
Number of Tasks per Page NumTasksPerPage No If not provided, the default value will be set to "10". 10, 15, 20, 25, 50, 75, 100
Number of Projects per Page NumProjectPerPage No If not provided, the default value will be set to "10". 10, 15, 20, 25, 50, 75, 100
Project to Open Upon Login DefaultProject No If provided, the value must be the exact name of an existing project. Existing project name
Sort Task Report by TasksSort No If not provided, the default value will be set to "Number Ascending". Both the field and the sort order must be provided. Number, Summary, Status, Priority, Start Date, Due Date, Last Update

Ascending, Descending

Sort Project Report by ProjectsSort No If not provided, the default value will be set to "Number Ascending". Both the field and the sort order must be provided. Number, Name, Priority, Start Date, Due Date, % Done

Ascending, Descending

Time Zone TimeZone No If not provided, the default value will be set to "Use account time zone". From "-13" to "13"
Date Format DateFormat No If not provided, the default value will be set to "Use account date format". m/d/yyyy 12:00:00 AM (0.0)
dd/mm/yyyy 24:00:00 (0.0)
yyyy-mm-dd 24:00:00 (0,0)
Monthly Gantt Chart:
   Number of Months per Page
NumGanttMonthsPerPage No If not provided, the default value will be set to "12". From "4" to "16"
Weekly Gantt Chart:
   Number of Weeks per Page
NumGanttWeeksPerPage No If not provided, the default value will be set to "12". From "4" to "16"
Language Language No If not provided, the default value will be the account's language. English, French

 

 

 


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