Project Collaboration

FREE SIGNUP
Features Getting Started

Import Projects

If you were already managing projects in another application or in a spreadsheet, you can import them into Upvise.

Goto the web app, Projects section, open the 3-dot menu and select Import. Select a CSV or XLSX to upload from your local drive.

Spreadsheet Column format

The spreadsheet column names are formatted as follows:

id: (optional) this is a unique identifier of the Project. If not present, the system automatically generates an identifier and creates a new project. If present, the project with this id gets updated.

name: name of the Project

code: code for the project. alphanumeric value.

startdate: start date of the Project in DD/MM/YYYY or MM/DD/YYYY format, depending on the Date Time format in your computer settings.

enddate: target date for completing the Project, in DD/MM/YYYY or MM/DD/YYYY format

percentcomplete: numeric value between 0 and 100. Used when calculating the remaining budget.

budget: numeric value for total dollar amount of project cost

contact: name(s) of linked contact(s) as listed in the Contacts app, separated by a ,

company: name of the linked company as listed in the Contacts app

owner: user in the company who owns the project

status: 0 or 1. 0=Active;1=Closed

stage: text label with the name of the Stage. Example: "Initiation","Execution",...

group: name of the Group. If it does not already exist, the system creates a group with this name.

street: street address
city: city address
state: state address
zipcode: zipcode address
country: country address

geo: geo-coordinates of the address position, i.e 'latitude,longitude' in decimal degrees

See also Importing Custom fields

Make your business mobile with Upvise

FREE SIGNUP



Get it on Google Play Download it on AppStore