When can I use MS Excel to import or update data in Clarizen?

Note: The functionality is not enabled by default. A system administrator can enable it in Clarizen Labs.

You can easily import new or update existing data from an Excel spreadsheet to Clarizen. The import process validates the data, highlights invalid data and allows you to correct it inline at the time of import.

Import from Excel is supported for the following Clarizen items:

Object Name Supported? Supported operations
Cases Yes Import new and update
Customers Yes Import new and update
Users Yes Import new and update
User groups Yes Import new and update
Work Items Yes Import new and update
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