Workspace imports data into any apps. View the video or follow the steps below.
Workspace supports importing data in table format from Microsoft Excel (.xlsx) or Word (.docx) and Project Plans in Microsoft's .mpp format. Data may be imported into any of the Workspace apps, however, the Plans app only imports .mpp files and the other apps only import tables from Excel or Word files.
Select any app to import data.
From the navigation pane, select a project (and a document for Requirements or Plans).
Choose a file to upload data into Workspace.
Choose the worksheet from the imported file to be imported, then select Yes or No for Enforce Required Fields. This option requires that any existing Workspace required fields have a corresponding field and value from data being imported. If this options selected and no value is mapped to a Workspace required field, the import process will fail. Choose the No option if a Workspace required field is not required to have a value set during the import process.
The columns from the imported table are displayed under Map Columns, with the column name in parenthesis. All columns initially are designated "Will Not Be Imported," until the values in those columns are mapped to a corresponding Workspace field and value.
To map the imported table columns to a corresponding Workspace field, simply click on a column and a dropdown will be presented to select a field for mapping. In the below example, column C (Status) is being mapped to a Workspace field with the same name, although the same name is NOT required.
Once a Workspace field is selected for mapping, the values in the imported table column will be presented for Value Mapping. Each value found in the imported table column will be displayed with a dropdown beneath it that lists all of the existing Workspace values for the field being mapped. In the below example, the table column Status field has values such as Verified, Resolved and Open. Those values are being mapped to any corresponding Status field values configured in Workspace. Values do not have to share the same name.
Once all fields to be imported have been mapped to corresponding Workspace fields and values, click Save to complete the import process.