Import or Update Multiple Projects at Once

Applies to

10,000ft

10,000ft provides spreadsheet templates so you can add or update multiple projects at once. Download the template, fill out the fields, and import your data back into 10,000ft.

Prepare your data

To add new projects

  1. Go to Settings > Account Settings > Project Import.
  2. Select Download Template.
  3. Using a spreadsheet program, add new projects by filling in the information into blank rows.
  4. Save the file as CSV UTF-8.

To update existing projects

  1. Go to Settings > Account Settings > Project Import.
  2. Select Export Project List.
  3. Using a spreadsheet program, change the projects attributes you want to update.
  4. Save the file as a CSV UTF-8.

Tips and tricks

Follow these guidelines to prepare your data and make the most out of the import process: 

  • Make sure to encode CSV files in UTF-8 to prevent errors on rows with special characters.
  • Each project is required to have a Project Name and Project Type. All other fields are optional. 
  • Project start and end dates must be in YYYY-MM-DD format.
  • You can create new clients in your spreadsheet. 
  • Custom field values entered in this sheet must match available options in Account Settings > Project Custom Fields.
  • To add multiple custom field values, separate each field value with a  semicolon “;”.
  • To add multiple project tags, separate each with a semicolon “;”.
  • Leaving fields blank applies blank values.
  • To save time combine new projects and project updates in the same spreadsheet and upload them together.

Upload your updated project list

  1. Go to Settings > Account Settings > Project Importer.
  2. Select Choose file and  then select your updated CSV file.
  3. Click Upload.

You can navigate away from the page once the upload starts. The import will run in the background and you'll receive an email when it's complete. 

If there were any errors during the import, the email will include a link to the status page. Click the link to download a list of errors with directions on how to fix them.

Column inputs and formatting

This table provides details for each column in your spreadsheet.

Fields Required field Description Formatting requirements
project_id

Yes* (for editing projects)

The Project ID stores all project attributes. Exporting the project list will include Project IDs for existing projects.

Must be a valid Project ID in the organization.

 

To create new projects, leave the Project ID column blank.

 

To update attributes for existing projects leave the Project ID intact.

project_name

Yes

Project name or title.

0-255 characters

client

Optional

Client name. A new client will be created if it doesn’t already exist.

0-255 characters

project_type

Yes

Define the type of project.

Confirmed

Tentative

Internal

start_date

Optional

Set the project start date.

 

If no date is provided today’s date will be applied to the start date.

Date format: YYYY-MM-DD

end_date

Optional

Set the project end date.

 

If no end date is provided the end date will be two months after the start date.

Date format: YYYY-MM-DD

project_code

Optional

Add an external code to reference the project in another tool.

0-255 characters

project_tags

Optional

Add tags to identify unique characteristics for the project.

0-255 characters

 

Separate multiple entries with a semicolon.

time_entry_locking

Optional

Set the project to lock incurred hours.

Off = Disables

On = Enables

Number = Locks time entries older than the specified number

CF_## “name” (text field)

Optional

Add a string of text to the custom field.

0-255 characters

CF_## “name” (drop down)

Optional

Set an existing custom field value for the project.

Ensure any values entered in this column are saved as options for this field in the Account Settings > Project Custom Fields page

CF_## “name” (multi-select drop down

Optional

Set existing custom field values for the project.

Ensure any values entered in this column are saved as options for this field in the Account Settings > Project Custom Fields page.

 

Separate multiple entries with a semicolon.