For users wanting to move their planning to Aphex, we provide an easy way to migrate data from spreadsheets or other tools into their project.
This guide will cover formatting your spreadsheet, the task properties you can import, and how to run the migration.
Things to know before getting started:
CSV import is only available whilst creating new Projects
The migration tool allows you to import tasks with some basic properties through either a CSV upload or a direct copy-paste action.
Supported Migration Sources
In order to enable anyone to move tasks to Aphex, regardless of where they currently plan, 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.
Task Properties
The migration tool supports the optional mapping of six properties (Aphex columns) on imported tasks, with at least one mapping required for a valid import.
Column | Format | Auto-assigned 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.
Assigned Project Assets, such as Packages or Subcontractors will be created automatically if required.
Formatting your Data
The migration tool will typically support any CSV export from other planning tools. If your existing plans are in a spreadsheet, the data can be copied directly.
Additional heading rows can be excluded during the import.
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.
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Downloadable resources: |
Running a Migration
You can migrate your plans to Aphex whilst creating a new project:
Create a new Project from the Homepage
Select Import my current lookahead
Choose either Import from CSV or Copy and Paste
Add your data (upload CSV or copy and paste)
Map your data to Aphex properties, then hit Continue
Review your data and click Continue to complete the migration
