This late summer, awork has been growing fast. The visual project planning feature was released just a few weeks ago and now we have the universal data importer to talk about.
Import clients, projects and tasks
Many new users take a look at awork after having used a different tool (😱) to manage their projects. This naturally suggests that people like to transfer clients, projects and tasks, without starting all over again. With the help of our open API, tech-savvy users were already able to transfer data to awork. From now on however, no developer know-how will be necessary. The transfer is done in three simple steps:
Step 1: export data from the old tool
Most tools on the market give you the option to export stored files to a CSV or Excel-file. To make matters even simpler, we have written a step-by-step guide for the most prevalent tools.
Step 2: prepare data for import
Every tool has its own particularities when it comes to exporting existing data. This applies to the names of exported columns, as well as the data formats themselves. The universal importer recognises many different formats. In order to simplify the import for you, transferring the data to our import template may still be worthwhile.
Step 3: import data
Right after the upload of the formatted data, awork will check whether or not your spreadsheet matches the template. If this is not (or only partially) the case , awork will show you an overview of the assigned columns with the simple option to edit this assignment.
Once you are done assigning – or if your data accurately matches the template – awork will directly show you a preview of your projects and tasks. Within this step, you have the option to edit your data sets before the import. Additionally, awork notifies you on possible mistakes in the data set and marks the data sets that are already present in awork to prevent them from being imported again (e.g., existing clients or projects).
Importing data at the start and later on
awork automatically recognises whether or not clients or projects already exist (through name matching), which means data, such as additional tasks in a project, can also be imported on several other occasions using the universal importer.
Of course, the import process is also clearly laid out with practical animations in our help center. Besides data import information, you will find many other helpful guidelines and explanations relating to awork there.
We hope this new feature allows you to work even more productively in awork. As always: if you have any questions or you wish to give us feedback about how we can improve, we would love to hear your opinion via chat, e-mail or on the social-media platform of your choice.