Import Tasks from Excel

Modified on Sat, 13 Jul, 2024 at 11:40 AM

Overview

Integro allows you to create tasks in an Excel spreadsheet and then import those tasks into Integro. This method can be much quicker than manually creating a task via the user interface, especially if you are importing many tasks.

See the import specification below, which explains how to construct the spreadsheet. It is essential to close the spreadsheet before you import it. The data should be contained on the first sheet within the spreadsheet.

Import Steps

Create an Excel Spreadsheet with the tasks to import (see below)
Go to Projects -> Find Projects.
Filter for the project to which you want to import the tasks.
Click on the Import Tasks button
Select the import file
Upload the file.
Click Merge Preview.
If you are happy with the preview, click Save Merge to add the tasks to the project.

Import File Specification

Use this information when the task import template for Integro Project Task import.

Important

The information on this page is subject to change in line with requirements.

The order in which the columns appear is critical.
The first ten fields (highlighted) are compulsory.
If you want to include a higher number column, you must include all previous columns (they may be left blank if permitted)
The field name is required, but the actual name is suggested. You may modify this for internal purposes; however, the function of the field in that column cannot be changed.

Column No	Field Name	Description	Data Type	Example	Allow Blanks
1	Id	It must be unique to the uploaded file.	Number	2.5	No
2	Project Number		Number	123456	No
3	Process Name		String	Electrical Panel Build	No
4	Task Name		String (150)	Check all IO connections	No
5	Description		String (1000)
6	Owner		String	Martin McSharry	No
7	People		String	Joe Blogs,Jane Doe (use comma to separate people, no spaces before or after comma)
8	Start Date		Date	20/11/2021	No
9	Due Date		Date	23/11/2021	No
10	Estimated Hours		Decimal	20.5	No
11	Tags	Separate multiple tags with a comma between each.	String	main section,quality-task,electrical-panel-2 (use comma to separate tags, no spaces before or after comma)
12	Sprint Name		String (500)
13	Is Machine Required		Y/N	Y
14	Machine Name		String (255)
15	Units Required		Number
16	Detailed Instructions		String
17	Is On-Hold		Y/N	N
18	On-Hold Reason		String (200)
19	Is Milestone		Y/N
20	Approval Statement		String (200)	All IO checks have been completed
21	Is R&D Task		Y/N
22	Is Rework Task		Y/N
23	Status		String	Backlog
24	Resource Level		String	Standard
25	Project Phase		String (150)
26	Issued Date		Date
27	Project Roles		String	Mechanical Designer, Electrical Designer (use comma to separate values)

The following field's contents must match precisely with the Integro counterparts.

Also, the project process must already exist within Integro for any tasks imported for that project process.

Column No	Field Name
2	Project Number
3	Process Name
6	Owner
7	People
12	Sprint Name
14	Machine Name
24	Resource Level
25	Project Phase
27	Project Roles