It’s a must to map the Project and ID columns for CSV files and Targetprocess entities, mapping the other columns is optional. On the first step you specify which entities you’re going to import, the entity type column (for the dynamic entity type definition), the location of your CSV file and select the column delimiter. Then, upload the CSV file with your data on the Settings > Import page. For that, create a simple list with several user stories in Excel and save the file as a. Stories can be added one by one, but it’d be faster to import them. Let’s say, we’re looking to create a simple project backlog. All of them support saving data to a CSV file format. Use any available spreadsheet editor such as Microsoft Excel, OpenOffice, LibreOffice, Google Sheets. You can create a source CSV file manually. Learn about other supported methods and choose the one that fits your needs best here: How to migrate or import data to Targetprocess from other project management system How to prepare the CSV data file Import from CSV files is just one method of batch data update in Targetprocess.

Import csv file into excel