Enhancements to the Excel Import

Clarizen's Excel Import feature allows you to import your data directly from MS Excel, allowing you to quickly add new Cases, Work Items, People, Customers, or Groups into Clarizen. The feature can be enabled by your Clarizen Admin in the "Labs" section of the System Settings, and, once enabled, will add a new "Import" button to the ribbon.

This release includes new enhancements to the import allowing you to not only create new work items and groups, but also assign resources and group members respectively. 

This can be done by simply adding the relevant column header (Resources or Group Members) and placing the user's display name or email address as the identifier,  as displayed in the image below in row 29 of the Excel.

Once uploaded into Clarizen, you can make any changes needed prior to committing to the import process.

Please note that you can add or remove Resources or Group Member to existing items, or add new items into the system with the relevant users.

 

 

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Comments

  • Avatar
    Ariel Rak

    great stuff. I assume this is just resources link - not reviewers or managers?

  • Avatar
    Ariel Rak

    and follow up - when is the Excel import planned to graduate from labs to GA?

  • Avatar
    Helena Bachar

    This is currently available for Resource and Managers - not yet on Reviewers.
    Additionally, the feature will graduate to GA during Q1

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