Import Projects
As an alternative to creating projects manually, you can use the API & integrations available in Teambook!
Another way is to import/download projects using an Excel file. This is particularly handy when you want to create many projects in one go.
- Go to the Projects section
- Click on the arrow next to the Create project button to access the Upload projects feature
- A new modal window will open - click on the Excel sheet
- Edit the excel sheet with your projects data; stick to the format of the sample data (that you can delete) and do not change the columns' order!
- Copy the cells of the projects you want to import
- Paste the data pop-up window where indicated (do not care about the layout) and click on Import
Notes:
- Make sure that mandatory information (project name, project type) is filled in the file; optional information can also be entered.
- Clients, which you may have filled in the corresponding column, will be automatically created if they do not already exist in Teambook.