Import tasks | Online help | Zoho Projects

Import from XLS/CSV/JSON/MPP

You can now import MPP/ MPX/ XLS/ JSON/ CSV files into Zoho Projects and start collaborating.

  1. Login to  Zoho Projects  with  Administrator privileges.
  2. Click   in the upper-right corner of the top navigation band.
  3. Navigate to Data Administration > Imports.   
  4. Navigate to MPP and other file import and click  Start Import.
  5. Select the desired file to import and select a project.
  6. Click Import to import the file.

  1. If the imported file contains custom fields then map them with the layout task custom fields (if any) and click Continue.
  2. Select the date format from the Select Date Format field. The date format in the import file must match one of the formats available in the drop-down.
  3. Map the statuses in the file with corresponding statuses in the project.
    If there is no corresponding status, create a new status by clicking on the drop-down and then clicking + New Status. Select the status type (Open or Closed) and then click Add to create a new status.
    Click Apply Changes after mapping all the statuses.

  4. You can either leave the imported tasks unassigned or associate it with the existing project users based on your requirement.
    Click Continue if the tasks are to be left unassigned. Else, map the users and then click Associate Users. This will start the import.

  5. 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 %
    hrs
    Total Work Hours

  6. A warning message about applying default values to mismatched fields is displayed.
  • 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. 
  • You can also import subtasks along with tasks in the form of XLS, CSV, or a JSON file.
  • To add tags during task import, add the tags within double quotes and separate them using comma in the import file.
    For example, "tag1", "tag2","tag3".

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

Set dependency in the import file

You can set task dependency in the import file. Add a column titled "Predecessor" in the file. The syntax for setting dependency is as follows:
<Task ID> < Dependency type > <+ or - to denote lag or lead> <duration in days or hours>

Task ID: It is the ID of the predecessor task.
Dependency type : FS denotes finish to start
                                  SS denotes start to start
                                  SF denotes start to finish
                                  FF denotes finish to finish
Lag or lead time : + denotes a lag. - denotes a lead.
Duration in days or hours : example, 2d denotes 2 days. 3h denotes 3 hours.

Dependency can be set in the following formats:
  1. PD1-T1 FS + 3d
    1. PD1-T1 is the task ID. FS is the finish-start dependency. + indicates lag. Lag is set as 3 days.
  2. PD1-T1 SS
    1. PD1-T1 is the task ID. SS is the start-start dependency. There is no lead or lag time here.
  3. PD1-T1 SF - 4h
    1. PD1-T1 is the task ID. SF is the start-finish dependency. - indicates the lead. Lead is set as 4 hours.
  4. PD1-T3 FS, PD1-T5 SS +1d
    1. Multiple predecessors can be set using a comma.
If you don't mention a dependency type, finish to start (FS) will be set by default.

See Also

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Import from Basecamp

                                                                                                            We’re happy to announce a super simple way for you to get your data into Zoho Projects from Basecamp. With a couple of clicks you can free your data from Basecamp. We currently support migration from Basecamp 3. Click here to learn about access ...
                                                                                                          • Import from Jira

                                                                                                            Thank you for considering Zoho Projects. If you are ready to migrate your data from JIRA Cloud or Jira Server (self hosted) into Zoho Projects, follow the steps given below to import your data. Prerequisite Portal admin must set the User email ...
                                                                                                          • Import Users from CSV

                                                                                                            Zoho Projects allows you to import users from a CSV (Comma Separated Values) file. You can now bulk import users into your Zoho Projects portal using CSV files. A sample file is attached below. Click in the top navigation panel. Navigate to the Users ...
                                                                                                          • Import Microsoft Projects (MPP / MPX files)

                                                                                                            Learn how to import Microsoft Projects files (MPP / MPX) into your Zoho Projects portal. You can plan your project in Microsoft, import them and start collaborating in Zoho Projects. A sample import file is attached below. Click in the top navigation ...
                                                                                                          • Import Timesheet

                                                                                                            Timesheets can be imported from XLS, XLSX, or CSV files to any project. Zoho Projects allows users to map the fields in the sheet with fields already present in the project. Additionally, users can also use the auto-mapping feature and the system ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources