You can now import MPP/ MPX/ XLS/ JSON/ CSV files into Zoho Projects and start collaborating.
- Select a project in Projects and choose the Task module.
- In Classic View, click in the upper-right corner and then choose Import Task.
- Click Choose File and then select the desired file to import.
- Click Import to import the file.
- If the imported file contains custom fields then map them with the layout task custom fields (if any) and click Continue.
- You can either leave the imported tasks unassigned or associate it with the existing project users based on your requirement.
- Once the users are associated, click Associate users.
- If the imported file is XLS or CSV, follow the below steps:
Associate the imported file with their corresponding task fields and then click Continue. To
note, when you import the work hours of a user along with their
respective task information, ensure to use the following keys while
importing.
Key to be used while importing XLS
| Mapped criteria
|
hrs/day
| Work hours per Day
|
%/day
| Work % per Day
|
hrs
| Total Work Hours
|
- A warning message about applying default values to mismatched fields is displayed.
- Choose the required option in Import XLS Wizard to schedule the import.
- All the task list available in the imported file are listed in the Classic View.
- If you map the TASK OWNER to the corresponding xls field, and continue to import, the Import XLS File wizard is displayed. In this wizard, you can choose to leave the tasks unassigned or associate the xls users to project users.
- Zoho
Projects supports multi-sheet files for task import. Headers from the
first sheet will be used to map the fields in Zoho Projects. Single line
text fields are limited to 255 characters and pick list values are
limited to 100 characters. Entries exceeding the character limit will be
truncated and imported.
Download a sample XLS, CSV, or a JSON file here.
While
importing, if you map only the TASK LIST ID, the corresponding task
list alone is imported, even if there are identical task list names.
However, if you map the TASK LIST NAME, all the available task list with
the given task list name are imported irrespective of their task list
ID.
Example:
TASKLIST ID
| TASKLIST NAME
| Mapped Field Name
| Imported Tasklist
|
1234
| Edit Template
| Tasklist ID
| Edit Template -1234
|
5678
| Edit Template
| Tasklist Name
| Edit Template-1234 and Edit Template-5678
|