Introduction
The system offers multiple ways to import data for dashboards, projects, and various asset types. This functionality helps administrators and advanced users to set up or update complex data structures quickly. The import tools are split into standard and advanced options, with the latter intended for trained staff only.
Target Audience
- Adminstrator
Import Methods Overview
The Easy imports can be found under Administration > Dashboard, Project and Asset import | Custom imports
| Method | Description | Notes |
|---|---|---|
| Basic Import | Used for importing dashboards, projects, or assets via file upload. | Simple upload option, limited mapping control. |
| Advanced Import | Accessed via the “Advanced import” button. Allows detailed configuration and mapping setup. | Recommended only for experienced users. Includes many entity options. |
Advanced Import Configuration
After selecting the advanced import option, users are presented with a list of pre-defined import templates (e.g. Lead import, Project import, Time entry import, etc.). The system supports import via CSV or XML files and allows configuration per entity.
Example: Lead Import Template
The template defines:
- The source file and encoding
- Field separator (must be a comma)
- Required columns and values like ID, Date, Project, Tracker, Status
- Optional value overrides (e.g., fixed campaign or lead source)
- Format requirements (e.g., ISO 3166-1 alpha-2 for country fields)
Validation happens during preview, and imports can be run in the background for large files.
Important Notes
- Only trained users should handle advanced imports. The system warns users about potential issues.
- Entity-specific import templates exist for Tasks, Projects, Users, Helpdesk, and more.
- Imports overwrite data if unique fields (like external ID) match existing entries.
- Mandatory fields must be present in each row of the file.
