Use the import function to import projects into Kelloo.
To format data for import download a spreadsheet template (Excel or Google Sheets).
Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in your environment.
Finding the import option
Select projects and backlog from the top menu then select import.
Get the spreadsheet template and enter your data
Download the Excel template or take a copy of the Google Sheet template.
Enter your data into the spreadsheet.
Copy the data from the spreadsheet (including the heading row).
Paste the data into the import wizard using the paste option in your browser or the keyboard shortcut.
If you have errors in your data click back to correct the errors.
If your data has no errors, select import to start the import process.
Import notes
- Project name must be specified.
- Other fields are optional.
- Data will be updated if a project with the same name already exists.
- Project lookup values will be created if they do not already exist.