Export to and Import from Excel

What's New?

Once you have imported your information in to Excel, you will see your data presented in a editable spreadsheet.  We have now added a second tab, "Picklist Values" to help control users updates to picklist fields and avoid errors when importing back into Clarizen. 

 

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How the Picklist Works

When exporting data to excel, you will now see a second tab with the picklist values (in columns). From the 1st tab you can select the picklist values from a list provided.
Please note that this is *only in modules (not in reports).

Best Practices

  • Import only fields that you can change.
    • Do not export calculated fields (like Custom fields base on formula)- since users cannot change them
  • Dependent picklist-  all options are exported without the dependency rules. Dependency validation take place in the import checker screen.
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