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Here's the best way to import data into Integrate.
Importing Data
Data Preparation
In your Excel/Numbers/Google Sheets, start by dissecting project information into separate sheets (e.g: sheet 1 = Project 1, sheet 2 = Project 2).
Make sure there are at least four columns labelled with:
Name
Start Date: format MM/DD/YYYY
Target Date: format MM/DD/YYYY
Driver Type: for each line label as a 'requirement', 'task', 'component', or 'milestone'.
Status (Optional): for each line label as 'To Do', 'In Progress', 'Complete'.
Description (Optional): add any additional information attached to the object
Name | Start Date | Target Date | Driver Type | Status (Optional) | Description (Optional) |
Mil. A | MM/DD/YYYY | MM/DD/YYYY | Milestone | To Do |
|
Task A |
|
| Task | In Progress |
|
Req. A |
|
| Requirement | Complete |
|
Comp. A |
|
| Component |
|
|
Export this sheet to .csv
Tip: the closer you can get your data preparation to the above format, the easier it will be to import it.
Data Ingestion
In Integrate, start by creating the Project (this project should match the Sheet you just prepared).
From the card, go to
and select:
Here's a brief demonstration of this method:
Exporting Data
Go to the object card and navigate to
This will export your data to a .csv file.