You’re welcome to import a number of tasks to your board in one go - either by uploading an Excel / .csv spreadsheet, by dragging / pasting a copy of data directly from an Excel sheet to the import window, or by typing task data into Kanban Tool’s import table.
If you’re going to import a file which contains a title row, naming what data type is listed in which columns, you should either delete this row before uploading, or use the built-in import option to change file format, with which you can select to ignore the first row. If the imported file seems to have incorrectly detected your data separators, you may also tweak this in here.
Once you’ve got the first row removed and data separators in order, it’s time to assign which card fields are represented by which column. On many occasions, Kanban Tool will recognize some fields itself, especially if you’re using a Kanban Tool export file to import back.
If your file has any empty columns, or columns you do not want or can’t import back to Kanban Tool, leave the heading above this row as (ignored). For all other columns, be sure to choose the right data type field from the drop-down list.
In cases where you need to choose an option defined by the board settings, such as a card type - you can do this by hovering over the field - an arrow will show and let you choose the right type from a drop-down menu. This will happen for various field types - whenever you see this arrow, it means that cues are available for you to choose from.
After this, simply hit the blue Import button at the bottom.
If there are any problems with the import, you’ll see a black exclamation point - if you hover the mouse cursor over it, you’ll see information about what exactly was the problem.
Updating existing tasks
The import functionality also allows to make updates to tasks that already exist on your board.
To do that, please be sure to include either native IDs or External IDs of existing tasks on the import list - the data you import for a task of that ID / External ID will overwrite what was there previously. It’s a great way to mass update task due dates, user assignments, priorities or tags.
For as long as either an ID or External ID is named, you can synchronise tasks with an Excel sheet with no limits.