You can now import MPP/ MPX/ XLS/ JSON/ CSV files into
Zoho Projects
and start collaborating.
Users can import 5000 tasks at a time.
-
Login to
Zoho Projects
with
Administrator privileges.
- Click
in the upper-right corner of the top navigation band.
-
Navigate to
Data Administration > Imports.
-
Navigate to MPP and other file import and click
Start Import.
-
Select the desired file to import and select a project.
-
Click
Import
to import the file.
![](https://help.zoho.com/galleryDocuments/edbsn3109d1429b4fde9aa721fdb6b1d33b41fabce33fce6c738af88fa971fe26a670bf81620f19686341a04f2d060d63046c?inline=true)
-
If the imported file contains custom fields then map them with the layout task custom fields (if any) and click
Continue.
-
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.
- 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.
-
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.
-
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
|
-
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:
-
PD1-T1 FS + 3d
-
PD1-T1 is the task ID. FS is the finish-start dependency.
+
indicates lag. Lag is set as 3 days.
-
PD1-T1 SS
-
PD1-T1 is the task ID. SS is the start-start dependency. There is no lead or lag time here.
-
PD1-T1 SF - 4h
-
PD1-T1 is the task ID. SF is the start-finish dependency.
-
indicates the lead. Lead is set as 4 hours.
-
PD1-T3 FS, PD1-T5 SS +1d
-
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.
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