Supported Migration Sources

Running a Migration


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.

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

💡 Additionally, 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.

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.

Downloadable resources:

CSV Sample Import

💡 Additional heading rows can be excluded during the import

Running a Migration

You can migrate your plans to Aphex whilst creating a new project:

  • Create a new Project

  • 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

  • Review your data

  • Complete the migration

💡 This feature is currently available for new projects only but will be coming soon to all projects. Contact us if you need early access.

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