Import from Excel (BETA)

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

You can now 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 as follows:

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

 

For more information on how to import or update data using MS Excel, refer to Importing or updating data using MS Excel.
 

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