# Spreadsheet Import

{% hint style="info" %}
**Who can use this feature?**

All Project Users can import Tasks via CSV.
{% endhint %}

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.

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FWHGjuanVlmOHA4cZ8aYQ%2F1%20Grey.svg?alt=media&#x26;token=56471c5f-ac0f-4afb-9149-453a36097a85" alt="" data-size="line"> Upload or Paste your Spreadsheet <a href="#prepare-wbs" id="prepare-wbs"></a>

***

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

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fvy66LWW46F4vJiAJEIJq%2FImport%20modal%20-%20Spreadsheet%20Import.svg?alt=media&#x26;token=8fb9726e-e799-4e09-b184-c89e585e5ce7" alt=""><figcaption></figcaption></figure>

#### 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 <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F3x2epq8PMWfTNDMxuBN0%2FContinue%20Button.svg?alt=media&#x26;token=04aae1a2-2d05-479b-9aa4-6382534b741e" alt="" data-size="line">

<details>

<summary>Supported Migration Sources</summary>

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.

<a href="https://get.aphex.co/hubfs/Lead%20Gen%20Forms,%20Templates%20and%20Tools%20(Do%20not%20edit)/Import%20Templates/Template%20-%20Migrate%20to%20Aphex.csv" class="button primary" data-icon="download">Sample CSV Import File</a>

</details>

<details>

<summary>What can you import?</summary>

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`         | <p>dd/MM/yyyy',</p><p>'dd/MM/yy',</p><p>'yyyy/MM/dd',</p><p>'dd-MM-yyyy',</p><p>'dd-MM-yy',</p><p>'yyyy-MM-dd',</p><p>'ddMMyy',</p><p>'yyyyMMdd',</p><p>Prefix of the day are also supported i.e. "Tue ddMMyyyy"</p> | Today         |
| `End`           | Same as Start                                                                                                                                                                                                        | Same as Start |
| `Shift`         | <p>'Day',</p><p>'Afternoon',</p><p>'Night',</p><p>'All',</p>                                                                                                                                                         | 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.

</details>

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fx4scw3mIcnyLsn8g8MmY%2F2%20Grey.svg?alt=media&#x26;token=f6db6b12-c9fd-4d08-bae0-e141912069da" alt="" data-size="line"> Map your data to Aphex

***

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.

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fq6d2UWhJG2awOJLN5gFS%2FMapping%20-%20Spreadsheet%20Import.svg?alt=media&#x26;token=ddb1fff3-25b8-42e6-9331-bea5eb41951f" alt=""><figcaption></figcaption></figure>

#### 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 <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FrvTcctNRDtoOHaw7U9zU%2FTheme%3DLight%2C%20Size%3DRegular%2C%20State%3DOn.svg?alt=media&#x26;token=d08029bc-cd20-4401-bc69-8ded58cdca38" alt="" data-size="line"> `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 <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F3x2epq8PMWfTNDMxuBN0%2FContinue%20Button.svg?alt=media&#x26;token=04aae1a2-2d05-479b-9aa4-6382534b741e" alt="" data-size="line">

## <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fz0xFokg3mMNUa5YFeFPq%2F3%20Grey.svg?alt=media&#x26;token=8c7ad95f-9887-4530-8006-d8b807c108da" alt="" data-size="line">  Confirm your Tasks

***

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.

<figure><img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FLn1s6zqZqzTmmTrf3qVv%2FPreview%20-%20Spreadsheet%20Import.svg?alt=media&#x26;token=6a77808f-fa5e-4e9e-a7d0-152bb7f98689" alt=""><figcaption></figcaption></figure>

#### To complete the import:

* Review the Tasks you're about to import
* If you're happy, select <img src="https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F2YnnXbAb5uD6mZodxN3h%2FFinish%20Button.svg?alt=media&#x26;token=b76c18b2-1bb8-41bf-b17f-bb86550ede98" alt="" data-size="line"> to add your Tasks to the Plan

<details>

<summary>What happens after the import is complete?</summary>

* 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&#x20;

</details>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.aphex.co/docs/planner/features/migrate-existing-plans-to-aphex-csv.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
