Introduction
This reference describes required, supported, and unsupported fields for importing data into various entities in Easy8 using CSV files.
Each entity (such as users, tasks, or CRM cases) has specific field requirements and limitations.
Understanding these ensures clean and reliable data imports.
Target audience
- Administrator
- Implementation Consultant
Entity-Specific CSV Import Details
Users
| Type |
Fields/Attributes |
| Required |
name, surname, login, e-mail |
| Supported |
name, surname, login, e-mail, calendar |
| Unsupported |
user type, template, administrator, groups, projects, languages, password, confirmation, time zone |
Projects
| Type |
Fields/Attributes |
| Required |
name, author |
| Supported |
name, subproject of, description, priority, start date, due date, author |
| Unsupported |
project members + roles, project overview |
Tasks
| Type |
Fields/Attributes |
| Required |
project, subject, author, task type, status, priority |
| Supported |
project, subject, description, author, assignee, task type, status, start date, due date, estimated time, priority, %done |
| Subtasks (supported) |
parent task |
Contacts
| Type |
Fields/Attributes |
| Required |
contact type, name, surname (depending on contact type) |
| Supported |
contact type, name, surname, parent contact, assignee, is global contact, private contact, comments |
CRM Cases
| Type |
Fields/Attributes |
| Required |
name, CRM status, project |
| Supported |
name, CRM status, project |
Custom Field Specifics
| Type |
Notes |
| Boolean |
Use 0 or 1 |
| Date |
Format as yyyy-mm-dd |
| Date and time |
Format as yyyy-mm-dd hh-mm; time part has known issues |
| Float |
Empty values do not fall back to default |
| Integer |
Empty values do not fall back to default |
| Key/value list |
Multiple values are not supported |
| List |
Multiple values may cause duplicities and are not supported |
Further reading
