Import templates
Your business,in from a spreadsheet
Six templates bring an existing business in: clients, their contacts, your team, projects, milestones and tasks. You see what will be added, overwritten or skipped before anything is written, and one click undoes an import.
[ 01 ] The six templates
In the order they depend on each other
- 01ClientsThe companies you work for.varynt-work-clients-template.csv
- 02Client contactsThe people at those companies. Needs the clients first.varynt-work-client-contacts-template.csv
- 03EmployeesYour own team. Each row can also send an invitation to sign in.varynt-work-employees-template.csv
- 04ProjectsNeeds the clients first if you reference them.varynt-work-projects-template.csv
- 05MilestonesPhases inside a project. Needs the projects first.varynt-work-milestones-template.csv
- 06TasksNeeds projects, milestones and employees first if you reference them.varynt-work-tasks-template.csv
[ 02 ] How an import runs
Nothing is written until you have seen it
- 01
Download the template
From Settings, Import. It comes with your workspace's own valid values, so it is never full of things it would reject.
- 02
Map your columns
Upload your file; columns are matched by name and you correct the rest.
- 03
Preview
Every row marked as added, overwritten or skipped, with the reason.
- 04
Commit, or undo
Each import is kept in a history and can be rolled back in one click.
[ 03 ] Questions
Before you import
Do you do it for us?
During onboarding we import with you, so the first run is one we have checked together.
Who can import?
People with the data import permission, normally owners and admins. It is on every plan.
Is there a gallery of project templates?
Not yet. Recurring tasks cover repeating work, and an import can set up a standard project with its milestones and tasks in one go.