Spreadsheet Import

Who can use this feature?

All Project Users can import Tasks via CSV.

If your plan already lives in Excel, you don’t need to start from scratch. Quickly import Task names, dates and more - turn your spreadsheet into a live plan in Aphex.

Upload or Paste your Spreadsheet

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Start by selecting your CSV file or copying data directly from your spreadsheet.

To upload your data:

• Click your Project Title in the top left

• Select Import Tasks

• Choose between Upload a CSV or Copy and Paste

• Upload your CSV file, or paste your data into the importer

• Select

Supported Migration Sources

The migration tool is built to support CSV formatted data.

If your plans are in any system with rows and columns, you can most likely either export the data directly to CSV or copy the data from the interface and paste it into a CSV or other spreadsheet.

Should your existing data be inconsistently structured due to headings or another formatting technique, you can download an example CSV template below and paste your relevant data before importing.

Sample CSV Import File

What can you import?

The importer supports mapping of the following six properties on imported tasks. At least one mapping is required for a valid import:

Property	Accepted Format	Default Value
Task Name	Any String	"New Task"
Start	dd/MM/yyyy', 'dd/MM/yy', 'yyyy/MM/dd', 'dd-MM-yyyy', 'dd-MM-yy', 'yyyy-MM-dd', 'ddMMyy', 'yyyyMMdd', Prefix of the day are also supported i.e. "Tue ddMMyyyy"	Today
End	Same as Start	Same as Start
Shift	'Day', 'Afternoon', 'Night', 'All',	Day
Package	Any String	N/A
Subcontractor	Any String	N/A

Imported tasks will be assigned to the project's default calendar and the owner undertaking the migration.

Map your data to Aphex

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Aphex will scan your spreadsheet and show the columns it found. Just match each one to the right Aphex property - like Task Name, Start Date, or Shift. You only need to map what you’re using.

To map properties:

• Choose which columns in your spreadsheet match Aphex properties like Task Name, Start Date, End Date, Subcontractor, Shift, or Package.

• If needed, toggle Exclude up to row to skip up to the first 10 rows - handy if your file includes notes or headers before the actual data starts

• Select

Confirm your Tasks

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Get a quick sense check of what you’re about to create. We’ll show you a preview of the task names, dates, and any mapped fields so you can confirm it’s all as expected.

To complete the import:

• Review the Tasks you're about to import

• If you're happy, select to add your Tasks to the Plan

What happens after the import is complete?

• Imported tasks will be assigned to the project's default calendar and the owner undertaking the migration.

• Assigned Project Assets, such as Packages or Subcontractors will be created automatically if required.

• Tasks will be created in the plan immediately