To import data (projects and tasks) into your workspace go to settings and workspace in the menu. Click on the button Import data.
Upload your data
Now a window opens where you can download our import template (1), learn how to export data from your old tool (2) or upload the file with your data (3). You can use any .xlsx file, but we prepared the right columns in our template for you.
Match data between excel and awork
If the column titles in excel do not match with awork, a window opens where you can drag & drop the available awork fields to your excel columns.
If the titles match, this step will be skipped.
Check and correct your data
Now awork will show a table with all your data. You can see the number of tasks to import (1) or if there are any problems with the data (2). Additionally there is a red marker in every cell with a problem (3). If a project or a client already exists in your workspace, the cell will be marked with a star (4). In this case, the importer will use the data that already exists.
You also have the option to edit every cell. Just click the cell you want to edit.
When you click Import the data will be imported into your workspace. When the import is done you will receive an E-mail notification.