Importing Data

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

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Main advantages and use cases

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

• Centrally import tasks including important details like description, status, and assignee

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

• Reuse existing objects when projects or customers with the same name are already available

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What data can be imported?

The .xlsx data import in awork primarily covers tasks with their details.

You can import the following fields with your tasks:

• Task name

• Project (name)

• Customer (name)

• Task description

• Activity

• Start date

• Due date

• Planned effort

• Assignee

• Task status

• Task list

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What is not possible with the .xlsx importer?

Importing time entries is currently only possible via the API.

The independent import of customers or projects with all their details is also only possible via the API. However, you can create projects and customers in 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 perfectly configured for the import)

3. Fill in 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 necessary)

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

Step 4: Review and correct your data

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

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

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

• Missing required fields are marked in red

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

You can edit data before importing row by row and cell by cell by clicking on the respective cell.

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

Step 5: Start the import

1. Click Import

2. Wait until the import is complete

Once the import is finished, you'll receive a notification via 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

• Correct 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, customers, and task lists during import?

If awork doesn't find them, they'll be created as new. If objects with the same name 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 customers or projects?

The independent import of customers or projects with all their details is only possible via the API. Customers and projects can be created in simple form through the task import.