Importing Project To Dos From Microsoft Excel

How To Prepare The Microsoft Excel Import File

Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
Insert data starting at Row 2.
Make sure the sheet name that contains the data is labeled Sheet1.
Save the file in Excel 97-2003 format (*.xls).
Close the file otherwise Sage Construction Management can not import the data.

Click the Projects icon on the left menu.
Select the Project in the Quick Select section.
On the Project menu, under Scheduling link, select Schedules.
Navigate to the General and Project To Dos section.
Click the Actions button on the far right.
Click Import Project To Do From Excel option from the drop-down menu.
Click the Choose File button to select the Microsoft Excel file. Make sure the file is closed before uploading.
Click the Upload button.

Column Name	Required (*)	Field Type	Comments
ProjectNumber	*	Text
TaskDescription	*	Text
TaskDueDate		Date	Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15)
TaskAuthorContact	*	Text	Has to be a users display name.
TaskAssignedToContact		Text	Has to be a users display name.
TaskPriority		Text	Options: High, Medium, Low
TaskCategory		Test	Must exist in Settings \| Feature Settings \| Scheduling
TaskStatus		Text	Options: Not Started, On Hold, Started, Waiting on Customer, Waiting on Vendor, Completed
TaskStatusDate		Date	Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15)
TaskPercentComplete		Integer	ex. 50% = 50