Import Projects
As an alternative to creating projects manually, you can use the API & integrations available in Teambook!
Another way is to import/upload 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!
- Then either Save the Excel file and upload it using the appropriate button.
- Or, Copy the cells of the data you want to import and then Paste this data in the modal 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.