Import project and workspace data
Prepare the supplied templates, review import results and handle errors before retrying.
Before importing
Use an account authorized to import workspace data. Download the current templates from the app's workspace data-transfer area; do not invent field names or assume an older spreadsheet has the right columns.
Import files can contain sensitive business information. Prepare them using your organization's approved handling process.
Prepare and review the files
- Use the project/workspace template for customer, project, site, system and equipment records. Preserve the supplied headers and relationship fields.
- Prepare a separate users file if user import is needed. Do not include plaintext passwords.
- Use the test-template import for reusable test procedures rather than mixing test items into a project file.
- Select the relevant files in the app's import area and review the reported results before beginning operational work.
Handle errors before retrying
Read the reported errors and inspect the workspace to see which records exist. Correct missing relationships or invalid values in the source file.
Do not assume a failed or interrupted import saved nothing, or that rerunning it is guaranteed to avoid duplicates. Confirm the result and follow your administrator's recovery process before retrying.