We know first hand how time consuming (and aggravating) it can be to prepare your data for import. We hear you! That’s why we designed the import process to be as painless as possible, and mapped out the preparation of your data to be the same.
Preparing Your Data
Before beginning, we suggest conducting your import in this order:
1. Gather all of your data and review
Be sure that your list of project tasks is up to date, with all the necessary fields that you find fitting to your organization (task name, description, deadline, etc.).
2. Audit your data
Clean up any issues regarding the consistency of your data and get rid of any columns you do not require (or add the columns that might be missing).
3. Import your files into Keela
Once you’ve successfully completed steps 1 and 2, you’re ready to import your data!
Checking Your Data Before Import
Now that you know the steps, you’re ready to get started! Begin by opening up the Excel file that contains your task list.
There are a few things you’ll want to take care of if your spreadsheet requires a little TLC:
1. Does each column have consistent data?
For example, if the column header is “Deadline”, you’ll want to make sure that each row contains only dates.
2. What type of task information do you intend to import?
Regardless of the information categories you used into your task list, you’ll be able to seamlessly import your data into our platform. Keela offers a number of headings for task imports.
- Task name
- Deadline (date; time optional)
- Assignee (email address)
- Followers (email address)
3. Are you importing multiple sets of task data?
If you have tasks for multiple projects that you want to import, you'll want to separate those task lists into their own spreadsheets.
4. Formatting your file
At this point, you’ve gone ahead and organized your data to your liking. All of your columns contain consistent data, you’ve determined which headings you’d like to import, and created any custom headings you needed.
Sounds as though you’re ready to convert your file into CSV (Comma Separated Values) format. Keela requires that, when importing your data, you use a CSV file. In a CSV file, information is organized with one record on each line, each field is separated by a comma.
If you’re using Numbers on Mac:
Select File —> Export To —> CSV… —> Select ‘Next…’ —> Name your file, and choose where you would like it to be stored on your device, and then select ‘Export’
If you’re using Excel on PC:
Select File —> Save As —> Select the File Format as ‘Comma Separated Values (.csv)’ —> Name your file, and choose where you would like it to be stored on your device, and then select ‘Save’
Importing Tasks into Keela
Once you’ve exported your CSV file containing your task data, the next step is to import your information into Keela.
Begin by navigating to ‘Projects’ in the left sidebar. Once within Projects, select the + button in the top-right corner. This will bring about a dropdown menu, where you can select Import Tasks.
This will bring about a pop-up box. Use the ‘Choose File’ option to find and select the newly created CSV file.
You will then be led to the next step within the pop-up box, which is to identify and match the column headings within your CSV file with the accepted headings in Keela.
Note: If your CSV file includes column headings, be sure to toggle the ‘File does not contain column titles’ option so that it reads ‘File contains column titles’. You’ll notice your headings row will now appear in purple. If your CSV file does not contain column headings, leave the toggle as is and simply select your column headings from the dropdown menus.
Saving your Task import into a Project
This is the last step in the task import process. After matching the column headings within your CSV file to the fields accepted in Keela, it's time to import your task information.
You can import the tasks in your CSV file into an existing Project. Keep in mind that all of those tasks will only be added to a single project.
In the Project field, select the project that you want to import your tasks into. Click "Submit" to complete the import.