Uploading Actions

How do I upload actions from an Excel file, and automatically add them to the correct project? There doesn't seem to be a field/column to use in the excel to match the project name / ID in Clarizen
Thank you

Robert Inglis December 11, 2015 06:57 Answered

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Robert,

If you have a large file of actions in Excel, I would recommend using the Data Loader to upload them. It is available in the apps marketplace and certainly saved me a lot of time in mass uploading data when we were preparing for deployment.

http://www.clarizen.com/appsmarketplace/item/Data-Loader.html

Phil Smith February 04, 2016 08:54 1 vote

Uploading Actions

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