It is definitely a good idea to consolidate as much data as possible into Clarizen, but there is no import from Excel functionality yet for projects, only import from MS Project. I'll add you to the feature request list for this functionality!
Importing old projects?
We are considering importing our old project database so that all of our data is accessible from one place.
1) can we import a large quantity of data (CSV, Excel, or other) to the project records
2) Is this a good idea?
My thinking is that I would rather have the staff proficient at one tool
rather than many. Most of the information is already present on
projects we are closing, including several hundred old ones makes sense
to me. We would not add any task records, just project records (with a
few new fields).
Please sign in to leave a comment.
If we give the mapping, is it possible for the service team to do a one time import for us?
It is possible, but would require several hours of professional services varying depending on the complexity of the import.