Importing Folders (CSV)
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For users wanting their Folder system to follow an external structure, the Folder importer allows the Folder system to be created from a CSV or any spreadsheet format.
The Folder importer supports a simple CSV or table-formatted data structure. In order to create new Folders, the tool requires both a Folder Code and Folder Name to be assigned and mapped.
Folder Code
A period-separated code (sometimes called WBS path)
Example; East.123.A.1
This would be imported as
East
123
A
1
Folder Name
Any String
The importer supports any CSV export from other planning tools. If your existing planning system does not support a Folder system export, you can also copy the Folder Code and name directly from the interface and paste it into our example CSV template below.
You can initiate an Import from the Folders page within your project in Aphex Planner.
Navigate to the Folders page
Select Import
Choose either Upload a file or Copy and paste
Add your data (upload CSV or copy and paste)
Map both the Folder Code and Name fields
Review your data
Complete the Import
Sample Folder Import