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Imports - Creating Projects in bulk
Imports - Creating Projects in bulk

Creating multiple projects at a time

Leoni Keogh avatar
Written by Leoni Keogh
Updated over a week ago

As a System Administrator, you can import multiple Projects in one go by using the Import Manager. Click on your avatar in the bottom left-hand corner of any WeTrack page, and navigate to Settings > Imports & Exports > Import Manager.

In the Import Manager, select the Import Type you would like; in this case, Projects. WeTrack will then provide you with an Example Template to download: click ‘Download Project Import Template’ to save a copy to your computer.

You can now open the spreadsheet on your computer and make changes, adding as many Projects as you like. The columns are predefined so that when the data is imported back into the WeTrack system everything goes to the right place. To make sure you are putting the right information in the right column, please follow the instructions on the Import Manager screen carefully.

NB. The only mandatory field for a project is its Title. You might also wish to add a Project Manager, Lead Department, Privacy Status, or various other fields. If you are inputting a ref code manually, take care to ensure that it is unique from all other projects in the system.

Completing the Import

Once you have added all the project information to the spreadsheet, save the file (in XLSX format) and then return to the same screen in the WeTrack Import Manager. Click on ‘Upload File’, locate the saved spreadsheet on your computer and import the information.

WeTrack will then map the information in your spreadsheet against the relevant predefined fields in the system and verify if all the information is compatible. If there are any validation errors with the template, the system will inform you of them and give you the chance to fix them.

The system will inform you of how many new items will be created and whether there will be any files overwritten as a result of your import.

Once you are satisfied that the columns match and that your import is not overwriting other important data, click on ‘Start Import’.

The data will be available in the system within fifteen minutes and you will receive an email to let you know that the import is complete - go to the Projects tab to view the new projects you have imported!

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