Overview:
Quickly migrate or onboard multiple projects at once by uploading an Excel/CSV file in the Import Projects wizard.
Steps:
In Work → Projects, click Import.
On the Import Projects page, ensure your file uses YYYY‑MM‑DD date format.
Toggle File Contains Headings Row if your first row has column names.
Click Choose a file, select your XLS/XLSX/CSV, then Upload And Move To Next Step.
Map your columns to Laywork fields (Short Code, Name, Dates, Client, etc.).
Preview the first few rows, then click Start Import.
Review the Import Summary for any errors; correct and re‑import failed rows if needed.
Tips & Best Practices:
Keep imports under 1,000 rows to avoid timeouts—split large files if necessary.
Include a Client column to associate each project correctly.
Validate date and code formats in a staging spreadsheet before importing.
Troubleshooting / FAQs:
Import errors on date format: Ensure dates are in YYYY‑MM‑DD, not DD/MM/YYYY.
Column mapping blank: Add custom fields in Laywork first, then re‑open the importer.
Import stalls at 0%: Try a smaller test file to confirm connectivity.