{"id":17857,"date":"2024-06-03T09:11:49","date_gmt":"2024-06-03T14:11:49","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=17857"},"modified":"2024-06-03T09:11:49","modified_gmt":"2024-06-03T14:11:49","slug":"bulk-import-export-project-and-task-data","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=17857","title":{"rendered":"Bulk Import\/Export Project and Task Data"},"content":{"rendered":"\n<p>We&#8217;ve had the ability to <a href=\"https:\/\/securedb.io\/kb\/?p=11176\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=11176\">bulk import and export user data<\/a> since way back in <a href=\"https:\/\/securedb.io\/kb\/?p=14136\">version 2<\/a>. Now, we have the option to export Project and Task data to edit in a CSV editor, like Excel, and then re-import in bulk into SecureDB.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Export Project and Task Data<\/h2>\n\n\n\n<p>If you have permission in your role, go to Administration &gt;&gt; Bulk Import\/Update.  To export the data first, choose &#8220;Export,&#8221; select &#8220;Projects and Tasks&#8221; and then click the &#8220;Download&#8221; button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"314\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/bulk-export-screenshot.png\" alt=\"\" class=\"wp-image-17440\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/bulk-export-screenshot.png 863w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/bulk-export-screenshot-300x109.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/bulk-export-screenshot-768x279.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/bulk-export-screenshot-600x218.png 600w\" sizes=\"auto, (max-width: 863px) 100vw, 863px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">To Import Project and Task Data<\/h2>\n\n\n\n<p>If you have permission in your role, go to Administration &gt;&gt; Bulk Import\/Update. Click the &#8220;Import&#8221; button.  Then, click &#8220;Browse&#8221; and select the CSV file you would like to import.  Once you have it, click on the &#8220;Up&#8221; arrow.  <\/p>\n\n\n\n<p>Once that file has been uploaded and processed, you&#8217;ll have the option to map each column in your file to a database table in SecureDB just like bulk importing user data. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1020\" height=\"449\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2.png\" alt=\"\" class=\"wp-image-15532\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2.png 1020w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2-300x132.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2-768x338.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2-954x420.png 954w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2-980x431.png 980w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/securedb.io\/kb\/?p=11176\">More Bulk Import\/Export information here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to export project and task data to edit in a CSV editor, like Excel, and then re-import in bulk into the application.<\/p>\n","protected":false},"author":2,"featured_media":17858,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[86,175,34,42],"class_list":["post-17857","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin","tag-bulk-update","tag-csv","tag-projects","tag-tasks"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/17857","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17857"}],"version-history":[{"count":1,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/17857\/revisions"}],"predecessor-version":[{"id":17859,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/17857\/revisions\/17859"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/17858"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17857"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17857"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17857"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}