Importing Data

With the .xlsx data importer in awork, you can quickly transfer your existing tasks into your workspace.

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Main Benefits and Use Cases

The .xlsx import is ideal when you want to move tasks from another tool to awork.

• Import tasks centrally including important details like description, status, and assignee

• Automatically create projects, clients, and task lists if they don't already exist in awork

• Reuse existing objects if projects or clients with the same name are already there

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What Data Can Be Imported?

The .xlsx data importer in awork primarily includes tasks and their details.

You can import these fields with your tasks:

• Task name

• Project (name)

• Client (name)

• Task description

• Activity

• Start date

• Due date

• Estimated effort

• Assignee

• Task status

• Task list

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What's Not Possible with the .xlsx Importer?

Importing time entries is currently only possible via the API.

The standalone import of clients or projects with all their details is also only possible via the API. However, you can create projects and clients in a simple form through the task import (see above).

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How to Use the .xlsx Data Importer

Step 1: Open the Importer

1. Navigate to Settings (gear icon in the bottom left of the main menu) > Importer

Step 2: Prepare and Upload Your Excel File

1. Click Start Import

2. Download the template (it's already optimized for import)

3. Fill out the template or use your own Excel file in .xlsx format

4. Upload the Excel file in the same window

Step 3: Assign Fields (if needed)

If the column headers from your Excel file can't be automatically mapped, a window will open for manual assignment.

Step 4: Review and Correct Data

You'll see all your data in a large window - nothing has been imported yet at this point.

• Problems are shown at the top (for example, incomplete records)

• Required fields must be filled (for example, the task name), otherwise the row can't be imported

• Missing required fields are highlighted in red

• Existing projects or clients are reused and are recognizable by a small star next to the name

You can edit data before importing by clicking on each cell to make changes row by row and cell by cell.

Important: Incomplete or incorrect rows will be skipped during import.

Step 5: Start the Import

1. Click Import

2. Wait for the import to complete

Once the import is done, you'll receive a notification by email.

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Tips for a Clean Import

• Use the awork template so fields are automatically assigned

• Check required fields before importing, especially the task name

• Fix errors directly in the preview before you click Import

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FAQ

Who can import data via .xlsx file?

Only admins can import data.

What file format do I need for the import?

Your tasks must be in Excel .xlsx format.

What happens to projects, clients, and task lists during import?

If awork doesn't find them, they'll be created as new objects. If objects with the same name already exist, they'll be reused.

Can I import time entries?

No, time entries can currently only be imported via the API.

Can I import only clients or projects?

Standalone import of clients or projects with all their details is only possible via the API. Clients and projects can be created in a simple form through the task import.