Importing Projectsmail_outline

If you'd like to create new projects in bulk, you can use the Project Import Template. To get started, click Add Project from the Projects tab, then click Import from the 'Create Projects' modal. Click Download Project Import Template to get a CSV copy of the template to fill out.

The template will include the following fields, as well as a formatting guideline for each: 

Field NameSample Formatting
Project NameSpring Sale
Project DescriptionAnnual Spring Sale
Assigned Usersjanedoe@company.com,johndoe@company.com
Project StatusCompleted
Created9/12/2018  9:06:00 AM
Started9/12/2018  3:04:00 PM
Due10/12/2018  10:00:00 PM
Completed10/13/2018  9:00:00 PM
Archived StatusNot Archived
TagsTag 1,Tag 2
Custom Field (Field Name Here)Web
Use Project Templatey
Project Template NameDirect Mail


Project Name is the only required field.

For fields with multiple values (Assigned Users, Tags), values must be comma-separated with no spaces.

CSVs should contain no more than 500 rows. If you have more than 500 projects to import, they will need to be imported in separate batches.

All information manually added into the Project Import Template CSV will override what's in the project template in ignite, like assigned users, tags, and custom fields.