Importing activities
Select the way of mapping whether to map data from columns or cells.
Choose whether to create activities unpublished or published. Unpublished activity only appears in Planner.
If you are updating existing activities, select “Update”. The downloadable Excel must have the activity IDs created by ProjectTOP for targeting to be possible.
Enter the line from which the typing begins. By default, the first line is the title line, with typing starting at line two.
Mapping
You can also set only the default value on the mapping table. Select a default value from the drop-down menu.
If you set the link and the default value, the activity will primarily have the value in Excel, but if it is empty, the activity will have the default value selected in the table.
Click Generate preview to go to the preview.
Items marked in red are critical errors. The error is preventing the download, so they should be fixed.
Items marked in orange are invalid but do not prevent downloading. Fields are imported blank.
A yellow color indicates that the field is missing a value, but does not prevent loading. The field is imported blank.
A green color indicates that the mapping is OK.
A blue color indicates that the default value is OK.
To return to mapping, click the Mapping tab.
Saving mapping layout
You can save mapping layouts to make it easier to import activities in the future. Complete the table first and then click “Manage” from the “Mappings” menu.