CSV Import - Master Data Import

This package allows users to import projects, tasks, users, customers and providers, inventory/configuration items, invoices, quotes and other financial documents, risks, timesheet hours, tickets and [expenses] conveniently from CSV using semi-automatic recognition of columns headers and data. Also, the package provides example CSV files for each object type.

image:package-csv-import-select-box

After selecting the object type and a file, the following screen will try to map column headers and data from the CSV to the object fields.

image:package-csv-import-mapping

 

 


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