Import

Import reads a spreadsheet, a CSV file or text you paste, and maps it onto portfolios, projects, loaded labor rates, people, allocations and expenses. Your layout doesn't have to match ours: AI works out which column is which.

1. Choose Upload file and pick an .xlsx, .xls, .csv or .txt file up to 2 MB, or choose Paste text and paste rows, a table or a plain description.
2. Check the column mapping: each column in your file is matched to a field, with an example value. Fix any that are wrong, or choose Ignore this column.
3. Answer a few questions if the file leaves something open, such as which existing person a name refers to.
4. Review the import: every item is marked Will create or Will match. Select Confirm import to save it all.

Import only adds. Anything that already exists, such as a portfolio, project or person with the same name, is reused exactly as it is and marked Will match. To change existing records, edit them in the app.

Any layout works, but a file in our own shape imports most reliably. Select CSV template for an example. Export writes the same columns, so a file you export can be edited and imported again.

Reading a file uses AI and counts toward your daily AI allowance. If the allowance runs out while a file is being read, nothing is imported; try again after midnight UTC or with a smaller file.