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
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.
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
Imported tasks will be assigned to the project's default calendar and the owner undertaking the migration.
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.
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
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
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"
Upload or Paste your Spreadsheet
to add your Tasks to the Plan
