Data Import

Import data into awork

To import data (projects and tasks) into your workspace go to settings and workspace in the menu. Click on the button Import data.

Import_Overview.png

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. 

Import_Explanation.png

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. 

Importer_Match.gif

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. 

Import_Correction.png

You also have the option to edit every cell. Just click the cell you want to edit.

Importer_Import.gif

When you click Import the data will be imported into your workspace. When the import is done you will receive an E-mail notification. 

Import data from Trello

First you need to export your data from Trello. Please go here to see how to export the data

Tipp: Trello allows only "Business Class" customers to export data.

Trello exports the data as a .csv file. You can open the .csv with excel, but all the data will be in one column. You can change that by performing the following steps:

  1. Select the column with the data
  2. Go to "Data" and "Text to Colums"
  3. Select the option "Delimited" in the pop-up
  4. Select the option "comma" and select "finish"

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Screen_2_-_ENG.png

Screen_3_-_ENG.png

The content will now be in different columns, from where you can copy the content to the awork import template. The field-mapping is the following:

awork   Trello
Project Name <->      "Name of the board"
Client <->      Field is not available in the Trello-Export
Taskname     <->      name
Description <->      desc
Type of Work <->      Field is not available in the Trello-Export
Start Date <->      Field is not available in the Trello-Export
Due Date <->      due
Planned Effort <->      Field is not available in the Trello-Export
Assignee <->      Members
Status <->      idList

 

Via Chrome Extension:

awork   Trello
Project Name <->      "Name of the board"
Client <->      Field is not available in the Trello-Export
Taskname     <->      Title
Description <->      Description
Type of Work <->      Field is not available in the Trello-Export
Start Date <->      Field is not available in the Trello-Export
Due Date <->      Due
Planned Effort <->      Field is not available in the Trello-Export
Assignee <->      Members
Status <->      List

 

Now you can import the data into your workspace, as described here.

Import data from Asana

First you need to export your data from Asana. Asana fives you the option to export porjects or the whole company (only for Enterprise customers). Please go here to see how to export the data

Asana exports the data as a .csv file. You can open the .csv with excel, but all the data will be in one column. You can change that by performing the following steps:

  1. Select the column with the data
  2. Go to "Data" and "Text to Colums"
  3. Select the option "Delimited" in the pop-up
  4. Select the option "comma" and select "finish"

Screen_1_-_ENG.png

Screen_2_-_ENG.png

Screen_3_-_ENG.png

The content will now be in different columns, from where you can copy the content to the awork import template. The field-mapping is the following:

awork   Asana
Project Name <->      Projects
Client <->      Field is not available in the Asana-Export
Taskname     <->      name
Description <->      Field is not available in the Asana-Export
Type of Work <->      Field is not available in the Asana-Export
Start Date <->      Start Date
Due Date <->      Due Date
Planned Effort <->      Field is not available in the Asana-Export
Assignee <->      Assignee
Status <->      Field is not available in the Asana-Export

 

Now you can import the data into your workspace, as described here.

Import data from monday.com

First you need to export your data from Monday. There are two options:

In both cases there will be an excel file for every board, from where you can copy the content to the awork import template. The field-mapping is the following:

awork   Monday
Project Name <->      "Name of the board"
Client <->      Field is not available in the Monday-Export
Taskname     <->      Name
Description <->      Field is not available in the Monday-Export
Type of Work <->      Field is not available in the Monday-Export
Start Date <->      Field is not available in the Monday-Export
Due Date <->      Date
Planned Effort <->      Field is not available in the Monday-Export
Assignee <->      Person
Status <->      Status

 

Now you can import the data into your workspace, as described here.

Tipp: The direct export from monday can't be imported, because there is a picture in the file. You need to delete the picture first, or copy the data into our template.

Import data from Jira

First you need to export you data from Jira. To do so, go the a project, select "Issues and flters" and click on advanced search. Now select "Advanced Search". Afterwards an "Export" button should appear at the top right corner. Select the option "Export Excel CSV (all fields)" and download the .csv file. 

Screenshot_1_-_ENG.png

Screenshot_2_-_ENG.png

You can open the .csv with excel, but all the data will be in one column. You can change that by performing the following steps:

  1. Select the column with the data
  2. Go to "Data" and "Text to Colums"
  3. Select the option "Delimited" in the pop-up
  4. Select the option "comma" and select "finish"

Screen_1_-_ENG.png

Screen_2_-_ENG.png

Screen_3_-_ENG.png

The content will now be in different columns, from where you can copy the content to the awork import template. The field-mapping is the following:

awork   Jira
Project name <->      Project Name
Client <->      Field is not available in the Jira-Export
Task name     <->      Summary
Description <->      Description
Type of Work <->      Issue Type
Start Date <->      Field is not available in the Jira-Export
Due Date <->      Due Date
Planned Effort <->      Original Estimate
Assignee <->      Assignee
Status <->      Status

 

Now you can import the data into your workspace, as described here.

Import data from Meistertask

First you need to export your data from Meistertask. Please go here to see how to export the data

Meistertask exports the data as a .csv file. You can open the .csv with excel, but all the data will be in one column. You can change that by performing the following steps:

  1. Select the column with the data
  2. Go to Data and Text to Columns
  3. Select the option Delimited in the pop-up
  4. Select the option comma and select finish

Screen_1_-_ENG.png

Screen_2_-_ENG.png

Screen_3_-_ENG.png

The content will now be in different columns, from where you can copy the content to the awork import template. The field-mapping is the following:

awork   Meistertask
Project Name <->      Field is not available in the Meistertask-Export
Client <->      Field is not available in the Meistertask-Export
Taskname     <->      name
Description <->      notes
Type of Work <->      Field is not available in the Meistertask-Export
Start Date <->      Field is not available in the Meistertask-Export
Due Date <->      due_date
Planned Effort <->      Field is not available in the Meistertask-Export
Assignee <->      assignee
Status <->      section

 

Now you can import the data into your workspace, as described here.